Biltmore Family Office’s Phillips 66 PSX Stock Holding History

Biltmore Family Office’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	$237K	Sell	1,403 -256	-15%	-$44.1K	0.03%	236
2026 Q1	$302K	Hold	1,659	–	–	0.04%	204
2025 Q4	$214K	Hold	1,659	–	–	0.03%	224
2025 Q3	$226K	Buy	+1,659	New	+$213K	0.03%	206
2025 Q2	–	Sell	-1,659	Closed	-$205K	–	287
2025 Q1	$205K	Buy	+1,659	New	+$204K	0.03%	203
2024 Q4	–	Sell	-1,659	Closed	-$218K	–	279
2024 Q3	$218K	Buy	1,659 +20	+1%	+$2.7K	0.04%	197
2024 Q2	$231K	Hold	1,639	–	–	0.04%	175
2024 Q1	$268K	Hold	1,639	–	–	0.05%	163
2023 Q4	$218K	Buy	+1,639	New	+$196K	0.04%	180

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Biltmore Family Office's PSX Position: Q2 2026 in Review

Biltmore Family Office reduced its Phillips 66 (PSX) stake by 15% in Q2 2026, selling an estimated $44.1K and leaving 1,403 shares worth $237K. The position accounts for 0.03% of the portfolio, ranked #236.

Biltmore Family Office first reported a position in PSX in Q4 2023 and has held it in 9 quarters since. The position peaked at $302K in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Biltmore Family Office held 1,403 shares of Phillips 66 worth $237K as of Q2 2026.
Biltmore Family Office sold 256 Phillips 66 shares in Q2 2026, an estimated $44.1K.
Phillips 66 made up 0.03% of Biltmore Family Office's portfolio in Q2 2026, its #236 holding.
Biltmore Family Office first reported a position in Phillips 66 in Q4 2023 and has held it in 9 quarters since.
Biltmore Family Office's Phillips 66 position peaked at $302K in Q1 2026.
2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.