Burk Holdings’s Phillips 66 PSX Stock Holding History

Burk Holdings’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	$147K	Hold	872	–	–	0.05%	91
2026 Q1	$159K	Buy	+872	New	+$137K	0.07%	85

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

Burk Holdings's PSX Position: Q2 2026 in Review

Burk Holdings held its Phillips 66 (PSX) position steady in Q2 2026 at 872 shares worth $147K. The position accounts for 0.05% of the portfolio, ranked #91.

Burk Holdings first reported a position in PSX in Q1 2026 and has held it in 2 quarters since. The position peaked at $159K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Burk Holdings held 872 shares of Phillips 66 worth $147K as of Q2 2026.
Burk Holdings left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 0.05% of Burk Holdings's portfolio in Q2 2026, its #91 holding.
Burk Holdings first reported a position in Phillips 66 in Q1 2026 and has held it in 2 quarters since.
Burk Holdings's Phillips 66 position peaked at $159K in Q1 2026.
2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.