CA
PSX icon

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
Q2 		$272K Buy
1,610
+31
+2% +$5.34K 0.02% 396
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 $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

Continuum Advisory's PSX Position: Q2 2026 in Review

Continuum Advisory increased its Phillips 66 (PSX) stake by 2% in Q2 2026, buying an estimated $5.34K and bringing the position to 1,610 shares worth $272K. The position accounts for 0.02% of the portfolio, ranked #396.

Continuum Advisory first reported a position in PSX in Q1 2024 and has held it in 9 quarters since. The position peaked at $288K in Q1 2026. 2,104 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Continuum Advisory held 1,610 shares of Phillips 66 worth $272K as of Q2 2026.
  • Continuum Advisory bought 31 Phillips 66 shares in Q2 2026, an estimated $5.34K.
  • Phillips 66 made up 0.02% of Continuum Advisory's portfolio in Q2 2026, its #396 holding.
  • Continuum Advisory first reported a position in Phillips 66 in Q1 2024 and has held it in 9 quarters since.
  • Continuum Advisory's Phillips 66 position peaked at $288K in Q1 2026.
  • 2,104 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.