Bay Colony Advisors’s Phillips 66 PSX Stock Holding History

Bay Colony 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	$209K	Sell	1,234 -39	-3%	-$6.71K	0.02%	463
2026 Q1	$232K	Buy	+1,273	New	+$199K	0.03%	441
2025 Q4	–	Sell	-3,408	Closed	-$464K	–	532
2025 Q3	$464K	Buy	+3,408	New	+$437K	0.05%	308
2024 Q2	–	Sell	-1,391	Closed	-$227K	–	447
2024 Q1	$227K	Sell	1,391 -113	-8%	-$16.3K	0.04%	344
2023 Q4	$200K	Buy	+1,504	New	+$180K	0.04%	357
2023 Q1	–	Sell	-2,442	Closed	-$254K	–	358
2022 Q4	$254K	Buy	+2,442	New	+$250K	0.07%	280
2019 Q3	–	Sell	-5,122	Closed	-$479K	–	266
2019 Q2	$479K	Sell	5,122 -2,972	-37%	-$267K	0.31%	91
2019 Q1	$774K	Buy	+8,094	New	+$769K	0.51%	51
2018 Q3	–	Sell	-1,538	Closed	-$173K	–	719
2018 Q2	$173K	Buy	+1,538	New	+$173K	0.12%	175

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

Bay Colony Advisors's PSX Position: Q2 2026 in Review

Bay Colony Advisors reduced its Phillips 66 (PSX) stake by 3.1% in Q2 2026, selling an estimated $6.71K and leaving 1,234 shares worth $209K. The position accounts for 0.02% of the portfolio, ranked #463.

Bay Colony Advisors first reported a position in PSX in Q2 2018 and has held it in 9 quarters since. The position peaked at $774K in Q1 2019. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Bay Colony Advisors held 1,234 shares of Phillips 66 worth $209K as of Q2 2026.
Bay Colony Advisors sold 39 Phillips 66 shares in Q2 2026, an estimated $6.71K.
Phillips 66 made up 0.02% of Bay Colony Advisors's portfolio in Q2 2026, its #463 holding.
Bay Colony Advisors first reported a position in Phillips 66 in Q2 2018 and has held it in 9 quarters since.
Bay Colony Advisors's Phillips 66 position peaked at $774K in Q1 2019.
2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

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