Evelyn Partners’s Phillips 66 PSX Stock Holding History

Evelyn Partners’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 Q3	$324K	Hold	1,270	–	–	0.01%	275
2026 Q2	$215K	Buy	+1,270	New	+$219K	﹤0.01%	262

Other funds holding PSX

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Evelyn Partners's PSX Position: Q3 2026 in Review

Evelyn Partners held its Phillips 66 (PSX) position steady in Q3 2026 at 1,270 shares worth $324K. The position accounts for 0.01% of the portfolio, ranked #275.

Evelyn Partners first reported a position in PSX in Q2 2026 and has held it in 2 quarters since. 2,097 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

Evelyn Partners held 1,270 shares of Phillips 66 worth $324K as of Q3 2026.
Evelyn Partners left its Phillips 66 share count unchanged in Q3 2026.
Phillips 66 made up 0.01% of Evelyn Partners's portfolio in Q3 2026, its #275 holding.
Evelyn Partners first reported a position in Phillips 66 in Q2 2026 and has held it in 2 quarters since.
2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Evelyn Partners's 13F filing for Q3 2026, filed 10 Nov 2026.