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Continuum Advisory’s Phillips 66 PSX Stock Holding History

Continuum 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
Q1 		$288K Hold
1,579
– – 0.03% 372
2025
Q4 		$204K Hold
1,579
– – 0.02% 441
2025
Q3 		$215K Buy
+1,579
New +$202K 0.02% 414
2025
Q2 		– Sell
-1,099
Closed -$136K – 1275
2025
Q1 		$136K Buy
1,099
+32
+3% +$3.94K 0.02% 470
2024
Q4 		$122K Sell
1,067
-7
-0.7% -$890 0.02% 478
2024
Q3 		$139K Buy
1,074
+7
+0.7% +$945 0.02% 457
2024
Q2 		$151K Sell
1,067
-2
-0.2% -$296 0.02% 417
2024
Q1 		$158K Buy
+1,069
New +$154K 0.02% 408

Other funds holding PSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Continuum Advisory's PSX Position: Q1 2026 in Review

Continuum Advisory held its Phillips 66 (PSX) position steady in Q1 2026 at 1,579 shares worth $288K. The position accounts for 0.03% of the portfolio, ranked #372.

Continuum Advisory first reported a position in PSX in Q1 2024 and has held it in 8 quarters since. 2,119 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Continuum Advisory held 1,579 shares of Phillips 66 worth $288K as of Q1 2026.
  • Continuum Advisory left its Phillips 66 share count unchanged in Q1 2026.
  • Phillips 66 made up 0.03% of Continuum Advisory's portfolio in Q1 2026, its #372 holding.
  • Continuum Advisory first reported a position in Phillips 66 in Q1 2024 and has held it in 8 quarters since.
  • 2,119 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.