Bond & Devick Financial Network’s Phillips 66 PSX Stock Holding History

Bond & Devick Financial Network’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	$266K	Hold	1,576	–	–	0.07%	173
2026 Q1	$287K	Hold	1,576	–	–	0.08%	153
2025 Q4	$203K	Hold	1,576	–	–	0.06%	177
2025 Q3	$214K	Sell	1,576 -326	-17%	-$41.8K	0.06%	171
2025 Q2	$227K	Hold	1,902	–	–	0.08%	155
2025 Q1	$235K	Hold	1,902	–	–	0.09%	145
2024 Q4	$250K	Hold	1,902	–	–	0.11%	137
2024 Q3	$250K	Hold	1,902	–	–	0.11%	137
2024 Q2	$269K	Hold	1,902	–	–	0.14%	121
2024 Q1	$311K	Hold	1,902	–	–	0.17%	112
2023 Q4	$253K	Hold	1,902	–	–	0.14%	121
2023 Q3	$229K	Buy	+1,902	New	+$213K	0.15%	119

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

Bond & Devick Financial Network's PSX Position: Q2 2026 in Review

Bond & Devick Financial Network held its Phillips 66 (PSX) position steady in Q2 2026 at 1,576 shares worth $266K. The position accounts for 0.07% of the portfolio, ranked #173.

Bond & Devick Financial Network first reported a position in PSX in Q3 2023 and has held it in 12 quarters since. The position peaked at $311K in Q1 2024. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Bond & Devick Financial Network held 1,576 shares of Phillips 66 worth $266K as of Q2 2026.
Bond & Devick Financial Network left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 0.07% of Bond & Devick Financial Network's portfolio in Q2 2026, its #173 holding.
Bond & Devick Financial Network first reported a position in Phillips 66 in Q3 2023 and has held it in 12 quarters since.
Bond & Devick Financial Network's Phillips 66 position peaked at $311K in Q1 2024.
2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Bond & Devick Financial Network's 13F filing for Q2 2026, filed 16 Jul 2026.