Autumn Glory Partners’s Phillips 66 PSX Stock Holding History

Autumn Glory Partners’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	$836K	Hold	4,943	–	–	0.24%	100
2026 Q1	$901K	Hold	4,943	–	–	0.33%	75
2025 Q4	$638K	Buy	4,943 +253	+5%	+$34.1K	0.22%	115
2025 Q3	$638K	Hold	4,690	–	–	0.26%	104
2025 Q2	$560K	Buy	4,690 +199	+4%	+$22.3K	0.26%	106
2025 Q1	$555K	Sell	4,491 -199	-4%	-$24.5K	0.28%	99
2024 Q4	$534K	Sell	4,690 -1,050	-18%	-$134K	0.26%	93
2024 Q3	$756K	Hold	5,740	–	–	0.29%	92
2024 Q2	$810K	Buy	5,740 +1,000	+21%	+$148K	0.41%	75
2024 Q1	$774K	Hold	4,740	–	–	0.38%	74
2023 Q4	$617K	Buy	4,740 +199	+4%	+$23.8K	0.35%	79
2023 Q3	$546K	Sell	4,541 -500	-10%	-$56.1K	0.33%	78
2023 Q2	$481K	Hold	5,041	–	–	0.35%	74
2023 Q1	$511K	Buy	5,041 +1,291	+34%	+$131K	0.44%	60
2022 Q4	$390K	Hold	3,750	–	–	0.21%	125
2022 Q3	$303K	Sell	3,750 -250	-6%	-$21.3K	0.2%	108
2022 Q2	$328K	Hold	4,000	–	–	0.24%	98
2022 Q1	$346K	Hold	4,000	–	–	0.2%	114
2021 Q4	$290K	Buy	+4,000	New	+$302K	0.12%	165

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Autumn Glory Partners's PSX Position: Q2 2026 in Review

Autumn Glory Partners held its Phillips 66 (PSX) position steady in Q2 2026 at 4,943 shares worth $836K. The position accounts for 0.24% of the portfolio, ranked #100.

Autumn Glory Partners first reported a position in PSX in Q4 2021 and has held it in 19 quarters since. The position peaked at $901K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Autumn Glory Partners held 4,943 shares of Phillips 66 worth $836K as of Q2 2026.
Autumn Glory Partners left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 0.24% of Autumn Glory Partners's portfolio in Q2 2026, its #100 holding.
Autumn Glory Partners first reported a position in Phillips 66 in Q4 2021 and has held it in 19 quarters since.
Autumn Glory Partners's Phillips 66 position peaked at $901K in Q1 2026.
2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Autumn Glory Partners's 13F filing for Q2 2026, filed 3 Aug 2026.