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Empire Financial Management Company’s Phillips 66 PSX Stock Holding History

Empire Financial Management Company’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 		– Sell
-4,276
Closed -$779K – 199
2026
Q1 		$779K Hold
4,276
– – 0.18% 125
2025
Q4 		$552K Buy
4,276
+100
+2% +$13.5K 0.12% 151
2025
Q3 		$568K Sell
4,176
-40
-0.9% -$5.13K 0.13% 146
2025
Q2 		$503K Sell
4,216
-150
-3% -$16.8K 0.15% 143
2025
Q1 		$539K Buy
4,366
+795
+22% +$98K 0.17% 136
2024
Q4 		$407K Buy
3,571
+125
+4% +$15.9K 0.13% 153
2024
Q3 		$453K Hold
3,446
– – 0.14% 153
2024
Q2 		$487K Hold
3,446
– – 0.16% 144
2024
Q1 		$563K Hold
3,446
– – 0.19% 135
2023
Q4 		$459K Sell
3,446
-30
-0.9% -$3.59K 0.18% 138
2023
Q3 		$418K Hold
3,476
– – 0.18% 136
2023
Q2 		$332K Sell
3,476
-14,422
-81% -$1.4M 0.13% 156
2023
Q1 		$1.81M Buy
+17,898
New +$1.82M 0.74% 45

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

Empire Financial Management Company's PSX Position: Q2 2026 in Review

Empire Financial Management Company sold out of Phillips 66 (PSX) in Q2 2026, closing a stake of 4,276 shares — an estimated $779K sold.

Empire Financial Management Company first reported a position in PSX in Q1 2023 and held it in 13 quarters. The position peaked at $1.81M in Q1 2023. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Empire Financial Management Company reported no remaining Phillips 66 position as of Q2 2026 after selling out during the quarter.
  • Empire Financial Management Company sold 4,276 Phillips 66 shares in Q2 2026, an estimated $779K.
  • Empire Financial Management Company first reported a position in Phillips 66 in Q1 2023 and held it in 13 quarters.
  • Empire Financial Management Company's Phillips 66 position peaked at $1.81M in Q1 2023.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Empire Financial Management Company's 13F filing for Q2 2026, filed 14 Aug 2026.