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Beaumont Financial Advisors’s Phillips 66 PSX Stock Holding History

Beaumont Financial 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 		$384K Buy
2,270
+75
+3% +$12.9K 0.02% 278
2026
Q1 		$400K Buy
2,195
+28
+1% +$4.39K 0.03% 262
2025
Q4 		$280K Sell
2,167
-30
-1% -$4.04K 0.02% 306
2025
Q3 		$299K Sell
2,197
-2
-0.1% -$256 0.02% 314
2025
Q2 		$262K Sell
2,199
-152
-6% -$17K 0.02% 320
2025
Q1 		$290K Buy
2,351
+38
+2% +$4.68K 0.02% 295
2024
Q4 		$264K Buy
2,313
+20
+0.9% +$2.54K 0.02% 312
2024
Q3 		$301K Hold
2,293
– – 0.02% 273
2024
Q2 		$324K Buy
2,293
+15
+0.7% +$2.22K 0.03% 263
2024
Q1 		$372K Buy
2,278
+20
+0.9% +$2.88K 0.03% 247
2023
Q4 		$301K Buy
2,258
+41
+2% +$4.9K 0.03% 262
2023
Q3 		$266K Sell
2,217
-61
-3% -$6.85K 0.03% 267
2023
Q2 		$217K Buy
2,278
+73
+3% +$7.1K 0.02% 313
2023
Q1 		$224K Buy
2,205
+8
+0.4% +$813 0.02% 289
2022
Q4 		$229K Buy
+2,197
New +$225K 0.02% 289

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

Beaumont Financial Advisors's PSX Position: Q2 2026 in Review

Beaumont Financial Advisors increased its Phillips 66 (PSX) stake by 3.4% in Q2 2026, buying an estimated $12.9K and bringing the position to 2,270 shares worth $384K. The position accounts for 0.02% of the portfolio, ranked #278.

Beaumont Financial Advisors first reported a position in PSX in Q4 2022 and has held it in 15 quarters since. The position peaked at $400K in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Beaumont Financial Advisors held 2,270 shares of Phillips 66 worth $384K as of Q2 2026.
  • Beaumont Financial Advisors bought 75 Phillips 66 shares in Q2 2026, an estimated $12.9K.
  • Phillips 66 made up 0.02% of Beaumont Financial Advisors's portfolio in Q2 2026, its #278 holding.
  • Beaumont Financial Advisors first reported a position in Phillips 66 in Q4 2022 and has held it in 15 quarters since.
  • Beaumont Financial Advisors's Phillips 66 position peaked at $400K in Q1 2026.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.