DecisionPoint Financial’s Phillips 66 PSX Stock Holding History

DecisionPoint Financial’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	$110K	Buy	632 +5	+0.8%	+$861	0.02%	76
2026 Q1	$114K	Hold	627	–	–	0.02%	63
2025 Q4	$80.9K	Buy	627 +623	+15,575%	+$83.9K	0.02%	73
2025 Q3	$539	Sell	4 -500	-99%	-$64.1K	﹤0.01%	456
2025 Q2	$62.1K	Buy	504 +4	+0.8%	+$448	0.02%	76
2025 Q1	$61.7K	Hold	500	–	–	0.02%	69
2024 Q4	$57K	Hold	500	–	–	0.02%	70
2024 Q3	$65.7K	Hold	500	–	–	0.02%	66
2024 Q2	$72.7K	Sell	500 -93	-16%	-$13.8K	0.02%	65
2024 Q1	$89.8K	Buy	593 +55	+10%	+$7.93K	0.04%	56
2023 Q4	$71.6K	Buy	538 +38	+8%	+$4.54K	0.03%	61
2023 Q3	$60.1K	Hold	500	–	–	0.03%	57
2023 Q2	$47.7K	Hold	500	–	–	0.02%	67
2023 Q1	$50.7K	Hold	500	–	–	0.03%	60
2022 Q4	$52K	Buy	+500	New	+$51.1K	0.03%	55

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

DecisionPoint Financial's PSX Position: Q2 2026 in Review

DecisionPoint Financial increased its Phillips 66 (PSX) stake by 0.8% in Q2 2026, buying an estimated $861 and bringing the position to 632 shares worth $110K. The position accounts for 0.02% of the portfolio, ranked #76.

DecisionPoint Financial first reported a position in PSX in Q4 2022 and has held it in 15 quarters since. The position peaked at $114K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

DecisionPoint Financial held 632 shares of Phillips 66 worth $110K as of Q2 2026.
DecisionPoint Financial bought 5 Phillips 66 shares in Q2 2026, an estimated $861.
Phillips 66 made up 0.02% of DecisionPoint Financial's portfolio in Q2 2026, its #76 holding.
DecisionPoint Financial first reported a position in Phillips 66 in Q4 2022 and has held it in 15 quarters since.
DecisionPoint Financial's Phillips 66 position peaked at $114K in Q1 2026.
2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on DecisionPoint Financial's 13F filing for Q2 2026, filed 5 Aug 2026.