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Embree Financial Group’s Phillips 66 PSX Stock Holding History

Embree Financial Group’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 		$278K Buy
1,647
+13
+0.8% +$2.24K 0.03% 230
2026
Q1 		$298K Buy
1,634
+11
+0.7% +$1.72K 0.04% 204
2025
Q4 		$209K Buy
1,623
+101
+7% +$13.6K 0.03% 224
2025
Q3 		$207K Buy
+1,522
New +$195K 0.03% 215
2024
Q3 		– Sell
-1,444
Closed -$204K – 201
2024
Q2 		$204K Buy
1,444
+11
+0.8% +$1.63K 0.04% 178
2024
Q1 		$234K Buy
+1,433
New +$207K 0.05% 173

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

Embree Financial Group's PSX Position: Q2 2026 in Review

Embree Financial Group increased its Phillips 66 (PSX) stake by 0.8% in Q2 2026, buying an estimated $2.24K and bringing the position to 1,647 shares worth $278K. The position accounts for 0.03% of the portfolio, ranked #230.

Embree Financial Group first reported a position in PSX in Q1 2024 and has held it in 6 quarters since. The position peaked at $298K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Embree Financial Group held 1,647 shares of Phillips 66 worth $278K as of Q2 2026.
  • Embree Financial Group bought 13 Phillips 66 shares in Q2 2026, an estimated $2.24K.
  • Phillips 66 made up 0.03% of Embree Financial Group's portfolio in Q2 2026, its #230 holding.
  • Embree Financial Group first reported a position in Phillips 66 in Q1 2024 and has held it in 6 quarters since.
  • Embree Financial Group's Phillips 66 position peaked at $298K in Q1 2026.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Embree Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.