DI
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Disciplined Investors’s Phillips 66 PSX Stock Holding History

Disciplined Investors’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 		$387K Sell
2,287
-25
-1% -$4.3K 0.19% 98
2026
Q1 		$421K Buy
2,312
+63
+3% +$9.87K 0.25% 81
2025
Q4 		$290K Buy
2,249
+54
+2% +$7.27K 0.19% 94
2025
Q3 		$299K Sell
2,195
-257
-10% -$32.9K 0.21% 92
2025
Q2 		$293K Buy
2,452
+107
+5% +$12K 0.23% 89
2025
Q1 		$290K Sell
2,345
-103
-4% -$12.7K 0.26% 89
2024
Q4 		$284K Buy
+2,448
New +$311K 0.27% 83

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

Disciplined Investors's PSX Position: Q2 2026 in Review

Disciplined Investors reduced its Phillips 66 (PSX) stake by 1.1% in Q2 2026, selling an estimated $4.3K and leaving 2,287 shares worth $387K. The position accounts for 0.19% of the portfolio, ranked #98.

Disciplined Investors first reported a position in PSX in Q4 2024 and has held it in 7 quarters since. The position peaked at $421K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Disciplined Investors held 2,287 shares of Phillips 66 worth $387K as of Q2 2026.
  • Disciplined Investors sold 25 Phillips 66 shares in Q2 2026, an estimated $4.3K.
  • Phillips 66 made up 0.19% of Disciplined Investors's portfolio in Q2 2026, its #98 holding.
  • Disciplined Investors first reported a position in Phillips 66 in Q4 2024 and has held it in 7 quarters since.
  • Disciplined Investors's Phillips 66 position peaked at $421K in Q1 2026.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Disciplined Investors's 13F filing for Q2 2026, filed 11 Aug 2026.