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Bare Financial Services’s Phillips 66 PSX Stock Holding History

Bare Financial Services’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 		$19.1K Buy
113
+44
+64% +$7.57K ﹤0.01% 297
2026
Q1 		$12.6K Buy
69
+12
+21% +$1.88K ﹤0.01% 244
2025
Q4 		$7.36K Buy
57
+12
+27% +$1.61K ﹤0.01% 368
2025
Q3 		$6.12K Hold
45
– – ﹤0.01% 445
2025
Q2 		$5.37K Buy
45
+32
+246% +$3.58K ﹤0.01% 437
2025
Q1 		$1.6K Buy
+13
New +$1.6K ﹤0.01% 350

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

Bare Financial Services's PSX Position: Q2 2026 in Review

Bare Financial Services increased its Phillips 66 (PSX) stake by 64% in Q2 2026, buying an estimated $7.57K and bringing the position to 113 shares worth $19.1K. The position accounts for ﹤0.01% of the portfolio, ranked #297.

Bare Financial Services first reported a position in PSX in Q1 2025 and has held it in 6 quarters since. 2,095 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Bare Financial Services held 113 shares of Phillips 66 worth $19.1K as of Q2 2026.
  • Bare Financial Services bought 44 Phillips 66 shares in Q2 2026, an estimated $7.57K.
  • Phillips 66 made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #297 holding.
  • Bare Financial Services first reported a position in Phillips 66 in Q1 2025 and has held it in 6 quarters since.
  • 2,095 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.