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Compass Financial Services’s Phillips 66 PSX Stock Holding History

Compass 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
Q1 		– Sell
-277
Closed -$35.8K – 215
2025
Q4 		$35.8K Buy
277
+2
+0.7% +$269 0.02% 121
2025
Q3 		$37.4K Sell
275
-25
-8% -$3.2K 0.02% 118
2025
Q2 		$35.8K Hold
300
– – 0.02% 118
2025
Q1 		$37K Buy
300
+25
+9% +$3.08K 0.02% 101
2024
Q4 		$31.3K Buy
+275
New +$35K 0.02% 87

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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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

Compass Financial Services's PSX Position: Q1 2026 in Review

Compass Financial Services sold out of Phillips 66 (PSX) in Q1 2026, closing a stake of 277 shares — an estimated $35.8K sold.

Compass Financial Services first reported a position in PSX in Q4 2024 and held it in 5 quarters. The position peaked at $37.4K in Q3 2025. 2,128 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Compass Financial Services reported no remaining Phillips 66 position as of Q1 2026 after selling out during the quarter.
  • Compass Financial Services sold 277 Phillips 66 shares in Q1 2026, an estimated $35.8K.
  • Compass Financial Services first reported a position in Phillips 66 in Q4 2024 and held it in 5 quarters.
  • Compass Financial Services's Phillips 66 position peaked at $37.4K in Q3 2025.
  • 2,128 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Compass Financial Services's 13F filing for Q1 2026, filed 1 May 2026.