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Atomi Financial Group’s Phillips 66 PSX Stock Holding History

Atomi Financial Group’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 		$1.18M Buy
6,956
+909
+15% +$156K 0.03% 417
2026
Q1 		$1.1M Sell
6,047
-348
-5% -$54.5K 0.03% 407
2025
Q4 		$825K Buy
6,395
+208
+3% +$28K 0.02% 475
2025
Q3 		$841K Buy
6,187
+683
+12% +$87.5K 0.03% 440
2025
Q2 		$657K Buy
5,504
+23
+0.4% +$2.58K 0.02% 480
2025
Q1 		$677K Buy
5,481
+359
+7% +$44.2K 0.03% 415
2024
Q4 		$584K Sell
5,122
-678
-12% -$86.3K 0.03% 425
2024
Q3 		$762K Buy
5,800
+374
+7% +$50.5K 0.05% 308
2024
Q2 		$766K Sell
5,426
-26
-0.5% -$3.85K 0.06% 265
2024
Q1 		$890K Buy
5,452
+80
+1% +$11.5K 0.08% 201
2023
Q4 		$715K Buy
+5,372
New +$642K 0.1% 185

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

Atomi Financial Group's PSX Position: Q2 2026 in Review

Atomi Financial Group increased its Phillips 66 (PSX) stake by 15% in Q2 2026, buying an estimated $156K and bringing the position to 6,956 shares worth $1.18M. The position accounts for 0.03% of the portfolio, ranked #417.

Atomi Financial Group first reported a position in PSX in Q4 2023 and has held it in 11 quarters since. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Atomi Financial Group held 6,956 shares of Phillips 66 worth $1.18M as of Q2 2026.
  • Atomi Financial Group bought 909 Phillips 66 shares in Q2 2026, an estimated $156K.
  • Phillips 66 made up 0.03% of Atomi Financial Group's portfolio in Q2 2026, its #417 holding.
  • Atomi Financial Group first reported a position in Phillips 66 in Q4 2023 and has held it in 11 quarters since.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.