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Denali Advisors’s Phillips 66 PSX Stock Holding History

Denali Advisors’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 		$1.29M Buy
7,605
+203
+3% +$34.9K 0.13% 169
2026
Q1 		$1.35M Buy
7,402
+5,502
+290% +$862K 0.15% 150
2025
Q4 		$245K Sell
1,900
-2,218
-54% -$299K 0.03% 302
2025
Q3 		$560K Buy
+4,118
New +$528K 0.06% 221
2023
Q4 		– Sell
-900
Closed -$108K – 496
2023
Q3 		$108K Hold
900
– – 0.04% 268
2023
Q2 		$85.8K Buy
+900
New +$87.5K 0.03% 272
2020
Q4 		– Sell
-5,200
Closed -$270K – 428
2020
Q3 		$270K Sell
5,200
-20,000
-79% -$1.22M 0.05% 228
2020
Q2 		$1.81M Sell
25,200
-100,600
-80% -$7.12M 0.35% 94
2020
Q1 		$6.75M Buy
125,800
+44,100
+54% +$3.59M 1.47% 22
2019
Q4 		$9.1M Sell
81,700
-20,800
-20% -$2.34M 1.29% 26
2019
Q3 		$10.5M Buy
102,500
+2,600
+3% +$261K 1.47% 18
2019
Q2 		$9.35M Buy
99,900
+28,200
+39% +$2.53M 1.4% 29
2019
Q1 		$6.82M Buy
71,700
+15,500
+28% +$1.47M 1.09% 39
2018
Q4 		$4.84M Hold
56,200
– – 0.81% 47
2018
Q3 		$6.33M Buy
56,200
+2,100
+4% +$243K 0.93% 39
2018
Q2 		$6.08M Buy
54,100
+4,700
+10% +$528K 0.91% 42
2018
Q1 		$4.74M Hold
49,400
– – 0.76% 46
2017
Q4 		$5M Sell
49,400
-300
-0.6% -$28.5K 0.78% 43
2017
Q3 		$4.55M Buy
+49,700
New +$4.21M 0.75% 51
2017
Q2 		– Sell
-4,643
Closed -$368K – 285
2017
Q1 		$368K Sell
4,643
-7,389
-61% -$595K 0.05% 115
2016
Q4 		$1.04M Sell
12,032
-2,000
-14% -$166K 0.18% 97
2016
Q3 		$1.13M Buy
14,032
+32
+0.2% +$2.49K 0.17% 95
2016
Q2 		$1.11M Buy
+14,000
New +$1.14M 0.19% 94
2014
Q1 		– Sell
-2,100
Closed -$162K – 279
2013
Q4 		$162K Sell
2,100
-8,600
-80% -$574K 0.05% 122
2013
Q3 		$619K Sell
10,700
-3,100
-22% -$180K 0.21% 99
2013
Q2 		$813K Buy
+13,800
New +$867K 0.3% 90

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

Denali Advisors's PSX Position: Q2 2026 in Review

Denali Advisors increased its Phillips 66 (PSX) stake by 2.7% in Q2 2026, buying an estimated $34.9K and bringing the position to 7,605 shares worth $1.29M. The position accounts for 0.13% of the portfolio, ranked #169.

Denali Advisors first reported a position in PSX in Q2 2013 and has held it in 26 quarters since. The position peaked at $10.5M in Q3 2019. 2,102 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Denali Advisors held 7,605 shares of Phillips 66 worth $1.29M as of Q2 2026.
  • Denali Advisors bought 203 Phillips 66 shares in Q2 2026, an estimated $34.9K.
  • Phillips 66 made up 0.13% of Denali Advisors's portfolio in Q2 2026, its #169 holding.
  • Denali Advisors first reported a position in Phillips 66 in Q2 2013 and has held it in 26 quarters since.
  • Denali Advisors's Phillips 66 position peaked at $10.5M in Q3 2019.
  • 2,102 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Denali Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.