Family Management’s Phillips 66 PSX Stock Holding History

Family Management’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	$316K	Buy	1,868 +267	+17%	+$46K	0.03%	218
2026 Q1	$292K	Buy	+1,601	New	+$251K	0.04%	211

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

Family Management's PSX Position: Q2 2026 in Review

Family Management increased its Phillips 66 (PSX) stake by 17% in Q2 2026, buying an estimated $46K and bringing the position to 1,868 shares worth $316K. The position accounts for 0.03% of the portfolio, ranked #218.

Family Management first reported a position in PSX in Q1 2026 and has held it in 2 quarters since. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Family Management held 1,868 shares of Phillips 66 worth $316K as of Q2 2026.
Family Management bought 267 Phillips 66 shares in Q2 2026, an estimated $46K.
Phillips 66 made up 0.03% of Family Management's portfolio in Q2 2026, its #218 holding.
Family Management first reported a position in Phillips 66 in Q1 2026 and has held it in 2 quarters since.
2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.