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Carson Advisory’s Phillips 66 PSX Stock Holding History

Carson Advisory’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 		$206K Buy
1,221
+2
+0.2% +$344 0.09% 194
2026
Q1 		$222K Buy
+1,219
New +$191K 0.12% 173
2024
Q2 		– Sell
-1,384
Closed -$226K – 177
2024
Q1 		$226K Buy
+1,384
New +$199K 0.16% 151
2023
Q1 		– Sell
-1,984
Closed -$206K – 156
2022
Q4 		$206K Buy
+1,984
New +$203K 0.2% 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

Carson Advisory's PSX Position: Q2 2026 in Review

Carson Advisory increased its Phillips 66 (PSX) stake by 0.16% in Q2 2026, buying an estimated $344 and bringing the position to 1,221 shares worth $206K. The position accounts for 0.09% of the portfolio, ranked #194.

Carson Advisory first reported a position in PSX in Q4 2022 and has held it in 4 quarters since. The position peaked at $226K in Q1 2024. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Carson Advisory held 1,221 shares of Phillips 66 worth $206K as of Q2 2026.
  • Carson Advisory bought 2 Phillips 66 shares in Q2 2026, an estimated $344.
  • Phillips 66 made up 0.09% of Carson Advisory's portfolio in Q2 2026, its #194 holding.
  • Carson Advisory first reported a position in Phillips 66 in Q4 2022 and has held it in 4 quarters since.
  • Carson Advisory's Phillips 66 position peaked at $226K in Q1 2024.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.