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Empirical Finance’s Phillips 66 PSX Stock Holding History

Empirical Finance’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 		$2.6M Buy
15,385
+455
+3% +$78.3K 0.11% 162
2026
Q1 		$2.72M Sell
14,930
-41
-0.3% -$6.42K 0.13% 147
2025
Q4 		$1.93M Sell
14,971
-680
-4% -$91.5K 0.09% 180
2025
Q3 		$2.13M Buy
15,651
+125
+0.8% +$16K 0.1% 176
2025
Q2 		$1.85M Buy
15,526
+100
+0.6% +$11.2K 0.1% 187
2025
Q1 		$1.9M Buy
15,426
+301
+2% +$37.1K 0.12% 170
2024
Q4 		$1.72M Sell
15,125
-4,111
-21% -$523K 0.1% 176
2024
Q3 		$2.53M Buy
19,236
+261
+1% +$35.2K 0.15% 131
2024
Q2 		$2.68M Sell
18,975
-5,968
-24% -$883K 0.17% 116
2024
Q1 		$4.07M Buy
24,943
+559
+2% +$80.6K 0.25% 86
2023
Q4 		$3.25M Buy
24,384
+3,913
+19% +$468K 0.23% 100
2023
Q3 		$2.46M Buy
20,471
+1,628
+9% +$183K 0.18% 112
2023
Q2 		$1.8M Buy
18,843
+6,063
+47% +$589K 0.14% 138
2023
Q1 		$1.3M Buy
12,780
+700
+6% +$71.2K 0.12% 157
2022
Q4 		$1.26M Buy
12,080
+981
+9% +$100K 0.13% 151
2022
Q3 		$896K Buy
11,099
+1,986
+22% +$169K 0.11% 180
2022
Q2 		$747K Buy
9,113
+609
+7% +$56.3K 0.1% 201
2022
Q1 		$735K Buy
8,504
+1,829
+27% +$154K 0.08% 229
2021
Q4 		$484K Buy
6,675
+1,227
+23% +$92.7K 0.06% 310
2021
Q3 		$382K Buy
5,448
+312
+6% +$22.6K 0.06% 304
2021
Q2 		$441K Buy
5,136
+745
+17% +$62.9K 0.07% 265
2021
Q1 		$307K Hold
4,391
– – 0.05% 258
2020
Q4 		$307K Buy
+4,391
New +$258K 0.05% 258
2020
Q3 		– Sell
-2,845
Closed -$205K – 299
2020
Q2 		$205K Buy
+2,845
New +$201K 0.05% 232
2017
Q1 		– Sell
-250
Closed -$22K – 460
2016
Q4 		$22K Buy
+250
New +$20.8K 0.01% 194

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

Empirical Finance's PSX Position: Q2 2026 in Review

Empirical Finance increased its Phillips 66 (PSX) stake by 3% in Q2 2026, buying an estimated $78.3K and bringing the position to 15,385 shares worth $2.6M. The position accounts for 0.11% of the portfolio, ranked #162.

Empirical Finance first reported a position in PSX in Q4 2016 and has held it in 25 quarters since. The position peaked at $4.07M in Q1 2024. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Empirical Finance held 15,385 shares of Phillips 66 worth $2.6M as of Q2 2026.
  • Empirical Finance bought 455 Phillips 66 shares in Q2 2026, an estimated $78.3K.
  • Phillips 66 made up 0.11% of Empirical Finance's portfolio in Q2 2026, its #162 holding.
  • Empirical Finance first reported a position in Phillips 66 in Q4 2016 and has held it in 25 quarters since.
  • Empirical Finance's Phillips 66 position peaked at $4.07M in Q1 2024.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Empirical Finance's 13F filing for Q2 2026, filed 14 Aug 2026.