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Arlington Trust’s Phillips 66 PSX Stock Holding History

Arlington Trust’s Portfolio PSX Stock Details PSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$21.8K Buy
129
+47
+57% +$8.09K ﹤0.01% 379
2026
Q1 		$14.9K Buy
82
+33
+67% +$5.17K ﹤0.01% 374
2025
Q4 		$6.32K Sell
49
-267
-84% -$35.9K ﹤0.01% 358
2025
Q3 		$43K Hold
316
– – 0.01% 374
2025
Q2 		$37.7K Sell
316
-32
-9% -$3.58K 0.01% 383
2025
Q1 		$43K Hold
348
– – 0.01% 373
2024
Q4 		$39.6K Sell
348
-20
-5% -$2.54K 0.01% 366
2024
Q3 		$48.4K Buy
368
+20
+6% +$2.7K 0.01% 337
2024
Q2 		$49.1K Hold
348
– – 0.01% 328
2024
Q1 		$56.8K Hold
348
– – 0.01% 272
2023
Q4 		$46.3K Sell
348
-1,228
-78% -$147K 0.01% 290
2023
Q3 		$189K Buy
+1,576
New +$177K 0.08% 86

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Arlington Trust's PSX Position: Q2 2026 in Review

Arlington Trust increased its Phillips 66 (PSX) stake by 57% in Q2 2026, buying an estimated $8.09K and bringing the position to 129 shares worth $21.8K. The position accounts for ﹤0.01% of the portfolio, ranked #379.

Arlington Trust first reported a position in PSX in Q3 2023 and has held it in 12 quarters since. The position peaked at $189K in Q3 2023. 2,095 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Arlington Trust held 129 shares of Phillips 66 worth $21.8K as of Q2 2026.
  • Arlington Trust bought 47 Phillips 66 shares in Q2 2026, an estimated $8.09K.
  • Phillips 66 made up ﹤0.01% of Arlington Trust's portfolio in Q2 2026, its #379 holding.
  • Arlington Trust first reported a position in Phillips 66 in Q3 2023 and has held it in 12 quarters since.
  • Arlington Trust's Phillips 66 position peaked at $189K in Q3 2023.
  • 2,095 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Arlington Trust's 13F filing for Q2 2026, filed 7 Jul 2026.