Empower Advisory Group
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Empower Advisory Group’s Phillips 66 PSX Stock Holding History

Empower Advisory 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 		$56.8M Buy
335,903
+334,549
+24,708% +$57.6M 0.14% 125
2026
Q1 		$247K Buy
+1,354
New +$212K ﹤0.01% 453
2025
Q2 		– Sell
-1,960
Closed -$242K – 519
2025
Q1 		$242K Sell
1,960
-782
-29% -$96.4K ﹤0.01% 443
2024
Q4 		$312K Buy
2,742
+279
+11% +$35.5K ﹤0.01% 397
2024
Q3 		$324K Buy
2,463
+204
+9% +$27.5K ﹤0.01% 384
2024
Q2 		$319K Sell
2,259
-105
-4% -$15.5K ﹤0.01% 380
2024
Q1 		$386K Sell
2,364
-500
-17% -$72.1K ﹤0.01% 352
2023
Q4 		$381K Sell
2,864
-162
-5% -$19.4K ﹤0.01% 341
2023
Q3 		$364K Buy
3,026
+72
+2% +$8.08K ﹤0.01% 339
2023
Q2 		$282K Sell
2,954
-59
-2% -$5.74K ﹤0.01% 399
2023
Q1 		$310K Buy
+3,013
New +$306K ﹤0.01% 378

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

Empower Advisory Group's PSX Position: Q2 2026 in Review

Empower Advisory Group increased its Phillips 66 (PSX) stake by 24,708% in Q2 2026, buying an estimated $57.6M and bringing the position to 335,903 shares worth $56.8M. The position accounts for 0.14% of the portfolio, ranked #125.

Empower Advisory Group first reported a position in PSX in Q1 2023 and has held it in 11 quarters since. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Empower Advisory Group held 335,903 shares of Phillips 66 worth $56.8M as of Q2 2026.
  • Empower Advisory Group bought 334,549 Phillips 66 shares in Q2 2026, an estimated $57.6M.
  • Phillips 66 made up 0.14% of Empower Advisory Group's portfolio in Q2 2026, its #125 holding.
  • Empower Advisory Group first reported a position in Phillips 66 in Q1 2023 and has held it in 11 quarters since.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.