Barrett & Company’s Phillips 66 PSX Stock Holding History

Barrett & Company’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	$16.9K	Hold	100	–	–	﹤0.01%	446
2026 Q1	$18.2K	Hold	100	–	–	0.01%	416
2025 Q4	$12.9K	Hold	100	–	–	﹤0.01%	450
2025 Q3	$13.6K	Hold	100	–	–	﹤0.01%	445
2025 Q2	$11.9K	Hold	100	–	–	﹤0.01%	459
2025 Q1	$12.3K	Hold	100	–	–	0.01%	426
2024 Q4	$11.4K	Hold	100	–	–	﹤0.01%	425
2024 Q3	$13.1K	Hold	100	–	–	0.01%	407
2024 Q2	$14.1K	Buy	100 +1	+1%	+$148	0.01%	402
2024 Q1	$16.2K	Hold	99	–	–	0.01%	390
2023 Q4	$13.2K	Hold	99	–	–	0.01%	386
2023 Q3	$11.9K	Hold	99	–	–	0.01%	397
2023 Q2	$9.44K	Hold	99	–	–	0.01%	416
2023 Q1	$10K	Hold	99	–	–	0.01%	384
2022 Q4	$10.3K	Hold	99	–	–	0.01%	380
2022 Q3	$10.3K	Buy	+99	New	+$8.44K	0.01%	380

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

Barrett & Company's PSX Position: Q2 2026 in Review

Barrett & Company held its Phillips 66 (PSX) position steady in Q2 2026 at 100 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #446.

Barrett & Company first reported a position in PSX in Q3 2022 and has held it in 16 quarters since. The position peaked at $18.2K in Q1 2026. 2,095 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Barrett & Company held 100 shares of Phillips 66 worth $16.9K as of Q2 2026.
Barrett & Company left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up ﹤0.01% of Barrett & Company's portfolio in Q2 2026, its #446 holding.
Barrett & Company first reported a position in Phillips 66 in Q3 2022 and has held it in 16 quarters since.
Barrett & Company's Phillips 66 position peaked at $18.2K in Q1 2026.
2,095 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.