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Empowered Funds’s Phillips 66 PSX Stock Holding History

Empowered Funds’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
2023
Q1 		– Sell
-123,260
Closed -$12.8M – 666
2022
Q4 		$12.8M Buy
+123,260
New +$12.6M 0.84% 16

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

Empowered Funds's PSX Position: Q2 2026 in Review

Empowered Funds increased its Phillips 66 (PSX) stake by 46% in Q2 2026, buying an estimated $9.8M and bringing the position to 179,617 shares worth $30.4M. The position accounts for 0.16% of the portfolio, ranked #121.

Empowered Funds first reported a position in PSX in Q3 2022 and has held it in 14 quarters since. The position peaked at $33.6M in Q1 2024. 2,102 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Empowered Funds held 179,617 shares of Phillips 66 worth $30.4M as of Q2 2026.
  • Empowered Funds bought 56,954 Phillips 66 shares in Q2 2026, an estimated $9.8M.
  • Phillips 66 made up 0.16% of Empowered Funds's portfolio in Q2 2026, its #121 holding.
  • Empowered Funds first reported a position in Phillips 66 in Q3 2022 and has held it in 14 quarters since.
  • Empowered Funds's Phillips 66 position peaked at $33.6M in Q1 2024.
  • 2,102 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.