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Cahill Financial Advisors’s Phillips 66 PSX Stock Holding History

Cahill Financial Advisors’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 		$257K Buy
1,519
+10
+0.7% +$1.72K 0.02% 271
2026
Q1 		$275K Buy
+1,509
New +$236K 0.03% 249
2025
Q4 		– Sell
-1,512
Closed -$206K – 286
2025
Q3 		$206K Buy
+1,512
New +$194K 0.02% 281
2024
Q4 		– Sell
-1,734
Closed -$228K – 270
2024
Q3 		$228K Buy
1,734
+126
+8% +$17K 0.03% 236
2024
Q2 		$227K Sell
1,608
-105
-6% -$15.5K 0.03% 244
2024
Q1 		$280K Buy
1,713
+195
+13% +$28.1K 0.04% 225
2023
Q4 		$202K Sell
1,518
-149
-9% -$17.8K 0.03% 235
2023
Q3 		$200K Buy
+1,667
New +$187K 0.03% 235
2021
Q4 		– Sell
-1,383
Closed -$97K – 622
2021
Q3 		$97K Buy
+1,383
New +$100K 0.02% 269

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Cahill Financial Advisors's PSX Position: Q2 2026 in Review

Cahill Financial Advisors increased its Phillips 66 (PSX) stake by 0.66% in Q2 2026, buying an estimated $1.72K and bringing the position to 1,519 shares worth $257K. The position accounts for 0.02% of the portfolio, ranked #271.

Cahill Financial Advisors first reported a position in PSX in Q3 2021 and has held it in 9 quarters since. The position peaked at $280K in Q1 2024. 1,619 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Cahill Financial Advisors held 1,519 shares of Phillips 66 worth $257K as of Q2 2026.
  • Cahill Financial Advisors bought 10 Phillips 66 shares in Q2 2026, an estimated $1.72K.
  • Phillips 66 made up 0.02% of Cahill Financial Advisors's portfolio in Q2 2026, its #271 holding.
  • Cahill Financial Advisors first reported a position in Phillips 66 in Q3 2021 and has held it in 9 quarters since.
  • Cahill Financial Advisors's Phillips 66 position peaked at $280K in Q1 2024.
  • 1,619 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.