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Bruce G. Allen Investments’s Phillips 66 PSX Stock Holding History

Bruce G. Allen Investments’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 		$35.5K Hold
210
– – 0.02% 326
2026
Q1 		$38.3K Sell
210
-3
-1% -$470 0.03% 315
2025
Q4 		$27.5K Hold
213
– – 0.02% 355
2025
Q3 		$29K Hold
213
– – 0.02% 344
2025
Q2 		$25.4K Sell
213
-27
-11% -$3.02K 0.02% 359
2025
Q1 		$29.6K Buy
240
+21
+10% +$2.59K 0.02% 328
2024
Q4 		$25K Buy
219
+20
+10% +$2.54K 0.02% 356
2024
Q3 		$26.2K Sell
199
-18
-8% -$2.43K 0.02% 357
2024
Q2 		$30.6K Sell
217
-60
-22% -$8.88K 0.03% 320
2024
Q1 		$45.2K Buy
277
+9
+3% +$1.3K 0.04% 256
2023
Q4 		$35.7K Buy
+268
New +$32K 0.03% 293

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

Bruce G. Allen Investments's PSX Position: Q2 2026 in Review

Bruce G. Allen Investments held its Phillips 66 (PSX) position steady in Q2 2026 at 210 shares worth $35.5K. The position accounts for 0.02% of the portfolio, ranked #326.

Bruce G. Allen Investments first reported a position in PSX in Q4 2023 and has held it in 11 quarters since. The position peaked at $45.2K in Q1 2024. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Bruce G. Allen Investments held 210 shares of Phillips 66 worth $35.5K as of Q2 2026.
  • Bruce G. Allen Investments left its Phillips 66 share count unchanged in Q2 2026.
  • Phillips 66 made up 0.02% of Bruce G. Allen Investments's portfolio in Q2 2026, its #326 holding.
  • Bruce G. Allen Investments first reported a position in Phillips 66 in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's Phillips 66 position peaked at $45.2K in Q1 2024.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.