BIA
PSX icon

Beacon Investment Advisors’s Phillips 66 PSX Stock Holding History

Beacon 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
Q1 		$1.71M Buy
9,386
+17
+0.2% +$2.66K 0.65% 44
2025
Q4 		$1.21M Buy
9,369
+28
+0.3% +$3.77K 0.49% 62
2025
Q3 		$1.27M Buy
9,341
+19
+0.2% +$2.43K 0.52% 59
2025
Q2 		$1.11M Sell
9,322
-113
-1% -$12.7K 0.48% 61
2025
Q1 		$1.17M Buy
9,435
+19
+0.2% +$2.34K 0.55% 56
2024
Q4 		$1.07M Buy
9,416
+17
+0.2% +$2.16K 0.5% 59
2024
Q3 		$1.24M Buy
9,399
+16
+0.2% +$2.16K 0.58% 54
2024
Q2 		$1.32M Buy
9,383
+4,015
+75% +$594K 0.68% 46
2024
Q1 		$877K Buy
5,368
+95
+2% +$13.7K 0.5% 59
2023
Q4 		$702K Buy
5,273
+216
+4% +$25.8K 0.45% 64
2023
Q3 		$608K Buy
5,057
+19
+0.4% +$2.13K 0.43% 66
2023
Q2 		$481K Sell
5,038
-27
-0.5% -$2.63K 0.33% 79
2023
Q1 		$513K Buy
5,065
+71
+1% +$7.22K 0.37% 77
2022
Q4 		$520K Buy
+4,994
New +$511K 0.43% 69

Other funds holding PSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Beacon Investment Advisors's PSX Position: Q1 2026 in Review

Beacon Investment Advisors increased its Phillips 66 (PSX) stake by 0.18% in Q1 2026, buying an estimated $2.66K and bringing the position to 9,386 shares worth $1.71M. The position accounts for 0.65% of the portfolio, ranked #44.

Beacon Investment Advisors first reported a position in PSX in Q4 2022 and has held it in 14 quarters since. 2,118 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Beacon Investment Advisors held 9,386 shares of Phillips 66 worth $1.71M as of Q1 2026.
  • Beacon Investment Advisors bought 17 Phillips 66 shares in Q1 2026, an estimated $2.66K.
  • Phillips 66 made up 0.65% of Beacon Investment Advisors's portfolio in Q1 2026, its #44 holding.
  • Beacon Investment Advisors first reported a position in Phillips 66 in Q4 2022 and has held it in 14 quarters since.
  • 2,118 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Beacon Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.