Diversify Advisory Services’s Phillips 66 PSX Stock Holding History

Diversify Advisory Services’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	$1.53M	Buy	+7,366	New	+$1.27M	0.03%	498
2026 Q1	–	Sell	-7,340	Closed	-$1.01M	–	683
2025 Q4	$1.01M	Sell	7,340 -318	-4%	-$42.8K	0.03%	398
2025 Q3	$1.06M	Buy	7,658 +47	+0.6%	+$6.02K	0.04%	357
2025 Q2	$914K	Buy	7,611 +4,560	+149%	+$511K	0.04%	351
2025 Q1	$323K	Buy	3,051 +170	+6%	+$21K	0.02%	472
2024 Q4	$328K	Buy	2,881 +3	+0.1%	+$382	0.02%	458
2024 Q3	$378K	Buy	2,878 +750	+35%	+$101K	0.02%	440
2024 Q2	$283K	Buy	+2,128	New	+$315K	0.02%	520

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

Diversify Advisory Services's PSX Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Phillips 66 (PSX) in Q2 2026: 7,366 shares worth $1.53M. The stake represents 0.03% of the portfolio and ranks #498 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in PSX as recently as Q4 2025.

Diversify Advisory Services first reported a position in PSX in Q2 2024 and has held it in 8 quarters since. 2,095 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Diversify Advisory Services held 7,366 shares of Phillips 66 worth $1.53M as of Q2 2026.
Phillips 66 was a new Diversify Advisory Services position in Q2 2026.
Phillips 66 made up 0.03% of Diversify Advisory Services's portfolio in Q2 2026, its #498 holding.
Diversify Advisory Services first reported a position in Phillips 66 in Q2 2024 and has held it in 8 quarters since.
2,095 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.