Evolution Advisers’s Phillips 66 PSX Stock Holding History

Evolution Advisers’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	$60K	Sell	355 -18	-5%	-$3.1K	0.02%	98
2026 Q1	$67K	Hold	373	–	–	0.03%	80
2025 Q4	$48K	Hold	373	–	–	0.02%	93
2025 Q3	$50K	Hold	373	–	–	0.02%	91
2025 Q2	$44K	Sell	373 -27	-7%	-$3.02K	0.02%	95
2025 Q1	$49K	Sell	400 -3	-0.7%	-$370	0.03%	90
2024 Q4	$45K	Buy	403 +20	+5%	+$2.54K	0.02%	95
2024 Q3	$50K	Hold	383	–	–	0.03%	89
2024 Q2	$54K	Hold	383	–	–	0.03%	84
2024 Q1	$63K	Hold	383	–	–	0.04%	80
2023 Q4	$51K	Hold	383	–	–	0.03%	82
2023 Q3	$46K	Hold	383	–	–	0.03%	67
2023 Q2	$36K	Sell	383 -10	-3%	-$972	0.03%	77
2023 Q1	$39K	Hold	393	–	–	0.03%	69
2022 Q4	$40K	Hold	393	–	–	0.03%	71
2022 Q3	$31K	Hold	393	–	–	0.03%	77
2022 Q2	$33K	Hold	393	–	–	0.03%	74
2022 Q1	$33K	Hold	393	–	–	0.02%	76
2021 Q4	$28K	Buy	+393	New	+$29.7K	0.02%	72

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

Evolution Advisers's PSX Position: Q2 2026 in Review

Evolution Advisers reduced its Phillips 66 (PSX) stake by 4.8% in Q2 2026, selling an estimated $3.1K and leaving 355 shares worth $60K. The position accounts for 0.02% of the portfolio, ranked #98.

Evolution Advisers first reported a position in PSX in Q4 2021 and has held it in 19 quarters since. The position peaked at $67K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Evolution Advisers held 355 shares of Phillips 66 worth $60K as of Q2 2026.
Evolution Advisers sold 18 Phillips 66 shares in Q2 2026, an estimated $3.1K.
Phillips 66 made up 0.02% of Evolution Advisers's portfolio in Q2 2026, its #98 holding.
Evolution Advisers first reported a position in Phillips 66 in Q4 2021 and has held it in 19 quarters since.
Evolution Advisers's Phillips 66 position peaked at $67K in Q1 2026.
2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Evolution Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.