Burford Brothers’s Phillips 66 PSX Stock Holding History

Burford Brothers’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	$700K	Buy	4,140 +12	+0.3%	+$2.07K	0.26%	87
2026 Q1	$752K	Buy	4,128 +5	+0.1%	+$784	0.31%	79
2025 Q4	$532K	Buy	4,123 +2	+0%	+$269	0.22%	100
2025 Q3	$561K	Buy	4,121 +41	+1%	+$5.25K	0.24%	96
2025 Q2	$487K	Sell	4,080 -23	-0.6%	-$2.58K	0.22%	101
2025 Q1	$507K	Sell	4,103 -19	-0.5%	-$2.34K	0.25%	99
2024 Q4	$470K	Buy	4,122 +2	+0%	+$254	0.23%	100
2024 Q3	$542K	Hold	4,120	–	–	0.28%	93
2024 Q2	$582K	Hold	4,120	–	–	0.34%	80
2024 Q1	$673K	Buy	4,120 +106	+3%	+$15.3K	0.44%	59
2023 Q4	$534K	Buy	+4,014	New	+$480K	0.38%	71

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

Burford Brothers's PSX Position: Q2 2026 in Review

Burford Brothers increased its Phillips 66 (PSX) stake by 0.29% in Q2 2026, buying an estimated $2.07K and bringing the position to 4,140 shares worth $700K. The position accounts for 0.26% of the portfolio, ranked #87.

Burford Brothers first reported a position in PSX in Q4 2023 and has held it in 11 quarters since. The position peaked at $752K in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Burford Brothers held 4,140 shares of Phillips 66 worth $700K as of Q2 2026.
Burford Brothers bought 12 Phillips 66 shares in Q2 2026, an estimated $2.07K.
Phillips 66 made up 0.26% of Burford Brothers's portfolio in Q2 2026, its #87 holding.
Burford Brothers first reported a position in Phillips 66 in Q4 2023 and has held it in 11 quarters since.
Burford Brothers's Phillips 66 position peaked at $752K in Q1 2026.
2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Burford Brothers's 13F filing for Q2 2026, filed 28 Jul 2026.