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Barry Investment Advisors’s Phillips 66 PSX Stock Holding History

Barry Investment Advisors’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 		$1.2M Sell
7,127
-733
-9% -$126K 0.25% 42
2026
Q1 		$1.43M Sell
7,860
-239
-3% -$37.5K 0.32% 41
2025
Q4 		$1.05M Buy
8,099
+27
+0.3% +$3.63K 0.23% 43
2025
Q3 		$1.1M Sell
8,072
-102
-1% -$13.1K 0.25% 50
2025
Q2 		$975K Sell
8,174
-8
-0.1% -$896 0.24% 53
2025
Q1 		$1.01M Sell
8,182
-292
-3% -$36K 0.27% 49
2024
Q4 		$965K Sell
8,474
-473
-5% -$60.2K 0.31% 48
2024
Q3 		$1.18M Sell
8,947
-883
-9% -$119K 0.36% 42
2024
Q2 		$1.39M Sell
9,830
-720
-7% -$107K 0.47% 39
2024
Q1 		$1.72M Buy
10,550
+45
+0.4% +$6.49K 0.57% 34
2023
Q4 		$1.4M Sell
10,505
-317
-3% -$37.9K 0.47% 40
2023
Q3 		$1.3M Sell
10,822
-184
-2% -$20.7K 0.47% 43
2023
Q2 		$1.05M Sell
11,006
-332
-3% -$32.3K 0.35% 45
2023
Q1 		$1.15M Sell
11,338
-71
-0.6% -$7.22K 0.38% 41
2022
Q4 		$1.19M Sell
11,409
-596
-5% -$61K 0.37% 44
2022
Q3 		$969K Sell
12,005
-939
-7% -$80K 0.33% 45
2022
Q2 		$1.06M Sell
12,944
-81
-0.6% -$7.49K 0.32% 48
2022
Q1 		$1.13M Buy
13,025
+712
+6% +$59.9K 0.3% 52
2021
Q4 		$892K Sell
12,313
-50
-0.4% -$3.78K 0.24% 53
2021
Q3 		$866K Buy
12,363
+23
+0.2% +$1.67K 0.24% 54
2021
Q2 		$1.06M Sell
12,340
-437
-3% -$36.9K 0.28% 48
2021
Q1 		$1.04M Sell
12,777
-1,005
-7% -$78.9K 0.29% 49
2020
Q4 		$964K Buy
+13,782
New +$809K 0.28% 41
2016
Q2 		– Sell
-2,648
Closed -$229K – 73
2016
Q1 		$229K Sell
2,648
-6
-0.2% -$488 0.07% 68
2015
Q4 		$217K Sell
2,654
-10
-0.4% -$863 0.07% 67
2015
Q3 		$205K Sell
2,664
-130
-5% -$10.3K 0.07% 70
2015
Q2 		$225K Sell
2,794
-7
-0.2% -$556 0.23% 39
2015
Q1 		$220K Buy
2,801
+13
+0.5% +$954 0.07% 74
2014
Q4 		$200K Buy
+2,788
New +$206K 0.06% 74

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

Barry Investment Advisors's PSX Position: Q2 2026 in Review

Barry Investment Advisors reduced its Phillips 66 (PSX) stake by 9.3% in Q2 2026, selling an estimated $126K and leaving 7,127 shares worth $1.2M. The position accounts for 0.25% of the portfolio, ranked #42.

Barry Investment Advisors first reported a position in PSX in Q4 2014 and has held it in 29 quarters since. The position peaked at $1.72M in Q1 2024. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Barry Investment Advisors held 7,127 shares of Phillips 66 worth $1.2M as of Q2 2026.
  • Barry Investment Advisors sold 733 Phillips 66 shares in Q2 2026, an estimated $126K.
  • Phillips 66 made up 0.25% of Barry Investment Advisors's portfolio in Q2 2026, its #42 holding.
  • Barry Investment Advisors first reported a position in Phillips 66 in Q4 2014 and has held it in 29 quarters since.
  • Barry Investment Advisors's Phillips 66 position peaked at $1.72M in Q1 2024.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Barry Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.