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Burkett Financial Services’s Phillips 66 PSX Stock Holding History

Burkett Financial Services’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 		$26.1K Buy
154
+1
+0.7% +$172 0.01% 133
2026
Q1 		$28K Buy
153
+1
+0.7% +$157 0.01% 129
2025
Q4 		$19.7K Buy
152
+1
+0.7% +$135 0.01% 141
2025
Q3 		$20.6K Buy
151
+1
+0.7% +$128 0.01% 137
2025
Q2 		$17.9K Buy
150
+2
+1% +$224 0.01% 132
2025
Q1 		$18.3K Buy
148
+1
+0.7% +$123 0.01% 140
2024
Q4 		$16.7K Buy
147
+1
+0.7% +$127 0.01% 127
2024
Q3 		$19.2K Buy
146
+26
+22% +$3.51K 0.01% 116
2024
Q2 		$16.9K Buy
120
+1
+0.8% +$148 0.01% 118
2024
Q1 		$19.4K Buy
119
+1
+0.8% +$144 0.01% 121
2023
Q4 		$15.7K Buy
+118
New +$14.1K 0.01% 123

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

Burkett Financial Services's PSX Position: Q2 2026 in Review

Burkett Financial Services increased its Phillips 66 (PSX) stake by 0.65% in Q2 2026, buying an estimated $172 and bringing the position to 154 shares worth $26.1K. The position accounts for 0.01% of the portfolio, ranked #133.

Burkett Financial Services first reported a position in PSX in Q4 2023 and has held it in 11 quarters since. The position peaked at $28K in Q1 2026. 2,095 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Burkett Financial Services held 154 shares of Phillips 66 worth $26.1K as of Q2 2026.
  • Burkett Financial Services bought 1 Phillips 66 share in Q2 2026, an estimated $172.
  • Phillips 66 made up 0.01% of Burkett Financial Services's portfolio in Q2 2026, its #133 holding.
  • Burkett Financial Services first reported a position in Phillips 66 in Q4 2023 and has held it in 11 quarters since.
  • Burkett Financial Services's Phillips 66 position peaked at $28K in Q1 2026.
  • 2,095 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.