Empirical Asset Management’s Phillips 66 PSX Stock Holding History

Empirical Asset Management’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	$594K	Buy	3,514 +2,277	+184%	+$392K	0.13%	204
2026 Q1	$225K	Buy	+1,237	New	+$194K	0.06%	346
2025 Q1	–	Sell	-35,148	Closed	-$102K	–	426
2024 Q4	$102K	Buy	35,148 +11,346	+48%	+$1.44M	0.03%	338
2024 Q3	$465K	Buy	23,802 +757	+3%	+$102K	0.17%	177
2024 Q2	$391K	Buy	23,045 +19,340	+522%	+$2.86M	0.15%	203
2024 Q1	$605K	Sell	3,705 -924	-20%	-$133K	0.29%	90
2023 Q4	$616K	Buy	4,629 +219	+5%	+$26.2K	0.5%	69
2023 Q3	$530K	Buy	4,410 +142	+3%	+$15.9K	0.46%	80
2023 Q2	$407K	Sell	4,268 -28	-0.7%	-$2.72K	0.36%	94
2023 Q1	$436K	Buy	+4,296	New	+$437K	0.42%	85

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

Empirical Asset Management's PSX Position: Q2 2026 in Review

Empirical Asset Management increased its Phillips 66 (PSX) stake by 184% in Q2 2026, buying an estimated $392K and bringing the position to 3,514 shares worth $594K. The position accounts for 0.13% of the portfolio, ranked #204.

Empirical Asset Management first reported a position in PSX in Q1 2023 and has held it in 10 quarters since. The position peaked at $616K in Q4 2023. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Empirical Asset Management held 3,514 shares of Phillips 66 worth $594K as of Q2 2026.
Empirical Asset Management bought 2,277 Phillips 66 shares in Q2 2026, an estimated $392K.
Phillips 66 made up 0.13% of Empirical Asset Management's portfolio in Q2 2026, its #204 holding.
Empirical Asset Management first reported a position in Phillips 66 in Q1 2023 and has held it in 10 quarters since.
Empirical Asset Management's Phillips 66 position peaked at $616K in Q4 2023.
2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.