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Blackston Financial Advisory Group’s Phillips 66 PSX Stock Holding History

Blackston Financial Advisory Group’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 		$253K Buy
1,499
+33
+2% +$5.68K 0.14% 89
2026
Q1 		$267K Sell
1,466
-209
-12% -$32.8K 0.17% 76
2025
Q4 		$216K Sell
1,675
-101
-6% -$13.6K 0.13% 94
2025
Q3 		$242K Sell
1,776
-51
-3% -$6.53K 0.14% 90
2025
Q2 		$218K Sell
1,827
-70
-4% -$7.84K 0.14% 97
2025
Q1 		$234K Sell
1,897
-76
-4% -$9.37K 0.16% 83
2024
Q4 		$225K Sell
1,973
-39
-2% -$4.96K 0.11% 127
2024
Q3 		$264K Sell
2,012
-432
-18% -$58.3K 0.14% 111
2024
Q2 		$345K Buy
2,444
+716
+41% +$106K 0.19% 44
2024
Q1 		$282K Sell
1,728
-1,960
-53% -$282K 0.19% 48
2023
Q4 		$491K Sell
3,688
-200
-5% -$23.9K 0.31% 45
2023
Q3 		$467K Sell
3,888
-242
-6% -$27.2K 0.33% 47
2023
Q2 		$394K Sell
4,130
-149
-3% -$14.5K 0.28% 50
2023
Q1 		$434K Sell
4,279
-8
-0.2% -$813 0.32% 52
2022
Q4 		$446K Buy
4,287
+184
+4% +$18.8K 0.32% 50
2022
Q3 		$428K Buy
4,103
+291
+8% +$24.8K 0.3% 52
2022
Q2 		$314K Buy
+3,812
New +$353K 0.21% 64
2022
Q1 		– Sell
-3,088
Closed -$224K – 94
2021
Q4 		$224K Buy
+3,088
New +$233K 0.13% 78

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

Blackston Financial Advisory Group's PSX Position: Q2 2026 in Review

Blackston Financial Advisory Group increased its Phillips 66 (PSX) stake by 2.3% in Q2 2026, buying an estimated $5.68K and bringing the position to 1,499 shares worth $253K. The position accounts for 0.14% of the portfolio, ranked #89.

Blackston Financial Advisory Group first reported a position in PSX in Q4 2021 and has held it in 18 quarters since. The position peaked at $491K in Q4 2023. 2,106 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Blackston Financial Advisory Group held 1,499 shares of Phillips 66 worth $253K as of Q2 2026.
  • Blackston Financial Advisory Group bought 33 Phillips 66 shares in Q2 2026, an estimated $5.68K.
  • Phillips 66 made up 0.14% of Blackston Financial Advisory Group's portfolio in Q2 2026, its #89 holding.
  • Blackston Financial Advisory Group first reported a position in Phillips 66 in Q4 2021 and has held it in 18 quarters since.
  • Blackston Financial Advisory Group's Phillips 66 position peaked at $491K in Q4 2023.
  • 2,106 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Blackston Financial Advisory Group's 13F filing for Q2 2026, filed 14 Aug 2026.