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AXS Investments’s Phillips 66 PSX Stock Holding History

AXS Investments’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 		$26.4K Sell
156
-24
-13% -$4.13K 0.01% 179
2026
Q1 		$32.8K Sell
180
-82
-31% -$12.8K 0.01% 170
2025
Q4 		$33.8K Sell
262
-58
-18% -$7.81K 0.01% 181
2025
Q3 		$43.5K Buy
+320
New +$41K 0.01% 178
2024
Q1 		– Sell
-256
Closed -$34.1K – 399
2023
Q4 		$34.1K Buy
256
+1
+0.4% +$120 0.01% 371
2023
Q3 		$30.6K Sell
255
-223
-47% -$25K 0.01% 352
2023
Q2 		$45.6K Sell
478
-109
-19% -$10.6K 0.01% 352
2023
Q1 		$59.5K Sell
587
-62
-10% -$6.3K 0.02% 287
2022
Q4 		$67.5K Buy
+649
New +$66.4K 0.02% 264

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

AXS Investments's PSX Position: Q2 2026 in Review

AXS Investments reduced its Phillips 66 (PSX) stake by 13% in Q2 2026, selling an estimated $4.13K and leaving 156 shares worth $26.4K. The position accounts for 0.01% of the portfolio, ranked #179.

AXS Investments first reported a position in PSX in Q4 2022 and has held it in 9 quarters since. The position peaked at $67.5K in Q4 2022. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • AXS Investments held 156 shares of Phillips 66 worth $26.4K as of Q2 2026.
  • AXS Investments sold 24 Phillips 66 shares in Q2 2026, an estimated $4.13K.
  • Phillips 66 made up 0.01% of AXS Investments's portfolio in Q2 2026, its #179 holding.
  • AXS Investments first reported a position in Phillips 66 in Q4 2022 and has held it in 9 quarters since.
  • AXS Investments's Phillips 66 position peaked at $67.5K in Q4 2022.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on AXS Investments's 13F filing for Q2 2026, filed 10 Aug 2026.