Brooks Moore & Associates’s Phillips 66 PSX Stock Holding History

Brooks Moore & Associates’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	$352K	Hold	2,085	–	–	0.16%	91
2026 Q1	$380K	Hold	2,085	–	–	0.19%	84
2025 Q4	$269K	Buy	2,085 +100	+5%	+$13.5K	0.13%	96
2025 Q3	$270K	Sell	1,985 -16	-0.8%	-$2.05K	0.14%	95
2025 Q2	$247K	Sell	2,001 -84	-4%	-$9.41K	0.13%	99
2025 Q1	$257K	Hold	2,085	–	–	0.15%	95
2024 Q4	$238K	Sell	2,085 -100	-5%	-$12.7K	0.14%	92
2024 Q3	$287K	Hold	2,185	–	–	0.17%	82
2024 Q2	$308K	Hold	2,185	–	–	0.2%	72
2024 Q1	$357K	Hold	2,185	–	–	0.23%	73
2023 Q4	$291K	Hold	2,185	–	–	0.2%	70
2023 Q3	$263K	Hold	2,185	–	–	0.2%	71
2023 Q2	$208K	Hold	2,185	–	–	0.15%	81
2023 Q1	$222K	Sell	2,185 -244	-10%	-$24.8K	0.16%	80
2022 Q4	$253K	Buy	+2,429	New	+$248K	0.18%	79
2020 Q1	–	Sell	-1,856	Closed	-$207K	–	90
2019 Q4	$207K	Buy	+1,856	New	+$209K	0.16%	95

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

Brooks Moore & Associates's PSX Position: Q2 2026 in Review

Brooks Moore & Associates held its Phillips 66 (PSX) position steady in Q2 2026 at 2,085 shares worth $352K. The position accounts for 0.16% of the portfolio, ranked #91.

Brooks Moore & Associates first reported a position in PSX in Q4 2019 and has held it in 16 quarters since. The position peaked at $380K in Q1 2026. 2,104 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Brooks Moore & Associates held 2,085 shares of Phillips 66 worth $352K as of Q2 2026.
Brooks Moore & Associates left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 0.16% of Brooks Moore & Associates's portfolio in Q2 2026, its #91 holding.
Brooks Moore & Associates first reported a position in Phillips 66 in Q4 2019 and has held it in 16 quarters since.
Brooks Moore & Associates's Phillips 66 position peaked at $380K in Q1 2026.
2,104 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Brooks Moore & Associates's 13F filing for Q2 2026, filed 17 Aug 2026.