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Beacon Investment Advisory Services’s Phillips 66 PSX Stock Holding History

Beacon Investment Advisory 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 		$62.5K Hold
370
– – ﹤0.01% 398
2026
Q1 		$67.4K Buy
+370
New +$58K ﹤0.01% 383
2024
Q3 		– Sell
-1,609
Closed -$227K – 266
2024
Q2 		$227K Sell
1,609
-270
-14% -$40K 0.01% 246
2024
Q1 		$307K Buy
+1,879
New +$271K 0.01% 225

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

Beacon Investment Advisory Services's PSX Position: Q2 2026 in Review

Beacon Investment Advisory Services held its Phillips 66 (PSX) position steady in Q2 2026 at 370 shares worth $62.5K. The position accounts for ﹤0.01% of the portfolio, ranked #398.

Beacon Investment Advisory Services first reported a position in PSX in Q1 2024 and has held it in 4 quarters since. The position peaked at $307K in Q1 2024. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Beacon Investment Advisory Services held 370 shares of Phillips 66 worth $62.5K as of Q2 2026.
  • Beacon Investment Advisory Services left its Phillips 66 share count unchanged in Q2 2026.
  • Phillips 66 made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #398 holding.
  • Beacon Investment Advisory Services first reported a position in Phillips 66 in Q1 2024 and has held it in 4 quarters since.
  • Beacon Investment Advisory Services's Phillips 66 position peaked at $307K in Q1 2024.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.