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Covestor’s Phillips 66 PSX Stock Holding History

Covestor’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 		$54K Buy
319
+165
+107% +$28.4K 0.03% 750
2026
Q1 		$28K Sell
154
-58
-27% -$9.09K 0.02% 985
2025
Q4 		$27K Sell
212
-1
-0.5% -$135 0.01% 1149
2025
Q3 		$29K Sell
213
-210
-50% -$26.9K 0.02% 1141
2025
Q2 		$50K Sell
423
-461
-52% -$51.6K 0.03% 890
2025
Q1 		$109K Buy
884
+420
+91% +$51.8K 0.07% 434
2024
Q4 		$53K Sell
464
-50
-10% -$6.36K 0.03% 836
2024
Q3 		$68K Buy
514
+104
+25% +$14K 0.04% 731
2024
Q2 		$58K Sell
410
-12
-3% -$1.78K 0.04% 791
2024
Q1 		$69K Sell
422
-768
-65% -$111K 0.04% 747
2023
Q4 		$158K Sell
1,190
-42
-3% -$5.02K 0.11% 241
2023
Q3 		$148K Sell
1,232
-88
-7% -$9.88K 0.11% 226
2023
Q2 		$126K Sell
1,320
-868
-40% -$84.4K 0.1% 315
2023
Q1 		$222K Buy
2,188
+548
+33% +$55.7K 0.19% 78
2022
Q4 		$171K Buy
1,640
+163
+11% +$16.7K 0.14% 167
2022
Q3 		$119K Buy
1,477
+434
+42% +$37K 0.1% 269
2022
Q2 		$86K Buy
1,043
+402
+63% +$37.2K 0.07% 496
2022
Q1 		$55K Buy
641
+362
+130% +$30.5K 0.04% 776
2021
Q4 		$20K Buy
+279
New +$21.1K 0.03% 860

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

Covestor's PSX Position: Q2 2026 in Review

Covestor increased its Phillips 66 (PSX) stake by 107% in Q2 2026, buying an estimated $28.4K and bringing the position to 319 shares worth $54K. The position accounts for 0.03% of the portfolio, ranked #750.

Covestor first reported a position in PSX in Q4 2021 and has held it in 19 quarters since. The position peaked at $222K in Q1 2023. 2,095 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Covestor held 319 shares of Phillips 66 worth $54K as of Q2 2026.
  • Covestor bought 165 Phillips 66 shares in Q2 2026, an estimated $28.4K.
  • Phillips 66 made up 0.03% of Covestor's portfolio in Q2 2026, its #750 holding.
  • Covestor first reported a position in Phillips 66 in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Phillips 66 position peaked at $222K in Q1 2023.
  • 2,095 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.