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Benjamin Edwards Inc’s Phillips 66 PSX Stock Holding History

Benjamin Edwards Inc’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 		$4.41M Sell
26,111
-4,831
-16% -$832K 0.04% 379
2026
Q1 		$5.64M Sell
30,942
-65
-0.2% -$10.2K 0.06% 311
2025
Q4 		$4M Sell
31,007
-206
-0.7% -$27.7K 0.04% 354
2025
Q3 		$4.25M Buy
31,213
+335
+1% +$42.9K 0.05% 328
2025
Q2 		$3.68M Buy
30,878
+1,431
+5% +$160K 0.05% 332
2025
Q1 		$3.64M Sell
29,447
-3,392
-10% -$418K 0.05% 310
2024
Q4 		$3.74M Buy
32,839
+2,767
+9% +$352K 0.05% 307
2024
Q3 		$3.95M Buy
30,072
+25,495
+557% +$3.44M 0.06% 305
2024
Q2 		$646K Buy
4,577
+220
+5% +$32.6K 0.12% 178
2024
Q1 		$712K Buy
4,357
+2,086
+92% +$301K 0.14% 170
2023
Q4 		$302K Buy
2,271
+85
+4% +$10.2K 0.07% 254
2023
Q3 		$263K Sell
2,186
-143
-6% -$16.1K 0.06% 243
2023
Q2 		$222K Sell
2,329
-318
-12% -$30.9K 0.05% 260
2023
Q1 		$268K Sell
2,647
-2,424
-48% -$246K 0.07% 233
2022
Q4 		$528K Buy
5,071
+461
+10% +$47.2K 0.14% 174
2022
Q3 		$372K Sell
4,610
-107
-2% -$9.12K 0.11% 188
2022
Q2 		$387K Sell
4,717
-1,748
-27% -$162K 0.11% 190
2022
Q1 		$559K Buy
6,465
+93
+1% +$7.83K 0.16% 155
2021
Q4 		$462K Buy
6,372
+6,208
+3,785% +$469K 0.15% 159
2021
Q3 		$11K Buy
164
+102
+165% +$7.38K 0.01% 447
2021
Q2 		$5K Hold
62
– – ﹤0.01% 388
2021
Q1 		$5K Buy
62
+12
+24% +$942 ﹤0.01% 355
2020
Q4 		$3K Hold
50
– – ﹤0.01% 362
2020
Q3 		$3K Sell
50
-86
-63% -$5.25K ﹤0.01% 349
2020
Q2 		$10K Sell
136
-211
-61% -$14.9K 0.01% 299
2020
Q1 		$19K Buy
347
+297
+594% +$24.2K 0.02% 247
2019
Q4 		$6K Hold
50
– – 0.01% 249
2019
Q3 		$5K Sell
50
-85
-63% -$8.52K 0.01% 259
2019
Q2 		$13K Hold
135
– – 0.03% 200
2019
Q1 		$13K Buy
+135
New +$12.8K 0.06% 186

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

Benjamin Edwards Inc's PSX Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its Phillips 66 (PSX) stake by 16% in Q2 2026, selling an estimated $832K and leaving 26,111 shares worth $4.41M. The position accounts for 0.04% of the portfolio, ranked #379.

Benjamin Edwards Inc first reported a position in PSX in Q1 2019 and has held it in 30 quarters since. The position peaked at $5.64M in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Benjamin Edwards Inc held 26,111 shares of Phillips 66 worth $4.41M as of Q2 2026.
  • Benjamin Edwards Inc sold 4,831 Phillips 66 shares in Q2 2026, an estimated $832K.
  • Phillips 66 made up 0.04% of Benjamin Edwards Inc's portfolio in Q2 2026, its #379 holding.
  • Benjamin Edwards Inc first reported a position in Phillips 66 in Q1 2019 and has held it in 30 quarters since.
  • Benjamin Edwards Inc's Phillips 66 position peaked at $5.64M in Q1 2026.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.