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Beacon Pointe Advisors’s Phillips 66 PSX Stock Holding History

Beacon Pointe 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 		$7.95M Buy
47,011
+1,495
+3% +$257K 0.04% 402
2026
Q1 		$8.29M Buy
45,516
+6,218
+16% +$974K 0.04% 360
2025
Q4 		$5.07M Buy
39,298
+11,881
+43% +$1.6M 0.04% 384
2025
Q3 		$3.73M Buy
27,417
+10
+0% +$1.28K 0.03% 414
2025
Q2 		$3.27M Sell
27,407
-1,168
-4% -$131K 0.03% 385
2025
Q1 		$3.53M Sell
28,575
-18,626
-39% -$2.3M 0.04% 357
2024
Q4 		$5.38M Sell
47,201
-796
-2% -$101K 0.06% 267
2024
Q3 		$6.31M Sell
47,997
-564
-1% -$76.2K 0.07% 238
2024
Q2 		$6.86M Sell
48,561
-3,598
-7% -$533K 0.08% 215
2024
Q1 		$8.52M Buy
52,159
+1,831
+4% +$264K 0.09% 196
2023
Q4 		$6.7M Buy
50,328
+3,055
+6% +$365K 0.08% 225
2023
Q3 		$5.68M Buy
47,273
+23,824
+102% +$2.67M 0.07% 241
2023
Q2 		$2.24M Buy
23,449
+1,344
+6% +$131K 0.04% 351
2023
Q1 		$2.24M Buy
22,105
+11,750
+113% +$1.19M 0.04% 368
2022
Q4 		$1.08M Buy
10,355
+1,048
+11% +$107K 0.02% 484
2022
Q3 		$756K Sell
9,307
-250
-3% -$21.3K 0.02% 529
2022
Q2 		$786K Sell
9,557
-36,965
-79% -$3.42M 0.02% 531
2022
Q1 		$4.02M Buy
46,522
+38,079
+451% +$3.2M 0.06% 291
2021
Q4 		$612K Buy
8,443
+2,735
+48% +$207K 0.02% 499
2021
Q3 		$400K Sell
5,708
-3,769
-40% -$273K 0.01% 604
2021
Q2 		$813K Buy
9,477
+6,136
+184% +$518K 0.03% 377
2021
Q1 		$272K Buy
+3,341
New +$262K 0.02% 410

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 Pointe Advisors's PSX Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Phillips 66 (PSX) stake by 3.3% in Q2 2026, buying an estimated $257K and bringing the position to 47,011 shares worth $7.95M. The position accounts for 0.04% of the portfolio, ranked #402.

Beacon Pointe Advisors first reported a position in PSX in Q1 2021 and has held it in 22 quarters since. The position peaked at $8.52M in Q1 2024. 2,095 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Beacon Pointe Advisors held 47,011 shares of Phillips 66 worth $7.95M as of Q2 2026.
  • Beacon Pointe Advisors bought 1,495 Phillips 66 shares in Q2 2026, an estimated $257K.
  • Phillips 66 made up 0.04% of Beacon Pointe Advisors's portfolio in Q2 2026, its #402 holding.
  • Beacon Pointe Advisors first reported a position in Phillips 66 in Q1 2021 and has held it in 22 quarters since.
  • Beacon Pointe Advisors's Phillips 66 position peaked at $8.52M in Q1 2024.
  • 2,095 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.