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AssuredPartners Investment Advisors’s Phillips 66 PSX Stock Holding History

AssuredPartners Investment Advisors’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
Q1 		$222K Buy
+1,255
New +$197K 0.02% 368

Other funds holding PSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AssuredPartners Investment Advisors's PSX Position: Q1 2026 in Review

AssuredPartners Investment Advisors opened a new position in Phillips 66 (PSX) in Q1 2026: 1,255 shares worth $222K. The stake represents 0.02% of the portfolio and ranks #368 among its holdings.

2,118 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • AssuredPartners Investment Advisors held 1,255 shares of Phillips 66 worth $222K as of Q1 2026.
  • Phillips 66 was a new AssuredPartners Investment Advisors position in Q1 2026.
  • Phillips 66 made up 0.02% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #368 holding.
  • 2,118 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.