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Cornerstone Advisory’s Phillips 66 PSX Stock Holding History

Cornerstone 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 		$217K Sell
1,283
-21
-2% -$3.62K 0.02% 257
2026
Q1 		$238K Buy
+1,304
New +$204K 0.02% 233
2024
Q2 		– Sell
-1,308
Closed -$214K – 224
2024
Q1 		$214K Buy
+1,308
New +$188K 0.03% 216
2022
Q1 		– Sell
-2,623
Closed -$190K – 644
2021
Q4 		$190K Buy
+2,623
New +$198K 0.03% 261

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

Cornerstone Advisory's PSX Position: Q2 2026 in Review

Cornerstone Advisory reduced its Phillips 66 (PSX) stake by 1.6% in Q2 2026, selling an estimated $3.62K and leaving 1,283 shares worth $217K. The position accounts for 0.02% of the portfolio, ranked #257.

Cornerstone Advisory first reported a position in PSX in Q4 2021 and has held it in 4 quarters since. The position peaked at $238K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Cornerstone Advisory held 1,283 shares of Phillips 66 worth $217K as of Q2 2026.
  • Cornerstone Advisory sold 21 Phillips 66 shares in Q2 2026, an estimated $3.62K.
  • Phillips 66 made up 0.02% of Cornerstone Advisory's portfolio in Q2 2026, its #257 holding.
  • Cornerstone Advisory first reported a position in Phillips 66 in Q4 2021 and has held it in 4 quarters since.
  • Cornerstone Advisory's Phillips 66 position peaked at $238K in Q1 2026.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Cornerstone Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.