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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Blackston Financial Advisory Group's PSX Position: Q1 2026 in Review

Blackston Financial Advisory Group reduced its Phillips 66 (PSX) stake by 12% in Q1 2026, selling an estimated $32.8K and leaving 1,466 shares worth $267K. The position accounts for 0.17% of the portfolio, ranked #76.

Blackston Financial Advisory Group first reported a position in PSX in Q4 2021 and has held it in 17 quarters since. The position peaked at $491K in Q4 2023. 2,119 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Blackston Financial Advisory Group held 1,466 shares of Phillips 66 worth $267K as of Q1 2026.
  • Blackston Financial Advisory Group sold 209 Phillips 66 shares in Q1 2026, an estimated $32.8K.
  • Phillips 66 made up 0.17% of Blackston Financial Advisory Group's portfolio in Q1 2026, its #76 holding.
  • Blackston Financial Advisory Group first reported a position in Phillips 66 in Q4 2021 and has held it in 17 quarters since.
  • Blackston Financial Advisory Group's Phillips 66 position peaked at $491K in Q4 2023.
  • 2,119 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Blackston Financial Advisory Group's 13F filing for Q1 2026, filed 23 Apr 2026.