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Farther Finance Advisors’s Phillips 66 PSX Stock Holding History

Farther Finance Advisors’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 		$5.7M Buy
33,699
+5,016
+17% +$863K 0.04% 367
2026
Q1 		$5.04M Sell
28,683
-2,278
-7% -$357K 0.05% 341
2025
Q4 		$4M Buy
30,961
+11,214
+57% +$1.51M 0.04% 367
2025
Q3 		$2.69M Buy
19,747
+5,201
+36% +$666K 0.04% 353
2025
Q2 		$1.74M Buy
14,546
+988
+7% +$111K 0.03% 415
2025
Q1 		$1.69M Buy
13,558
+5,372
+66% +$662K 0.04% 349
2024
Q4 		$933K Buy
8,186
+229
+3% +$29.1K 0.03% 386
2024
Q3 		$1.05M Buy
7,957
+354
+5% +$47.8K 0.04% 337
2024
Q2 		$1.07M Buy
7,603
+965
+15% +$143K 0.05% 290
2024
Q1 		$1.08M Buy
6,638
+925
+16% +$133K 0.07% 238
2023
Q4 		$761K Buy
5,713
+1,241
+28% +$148K 0.05% 271
2023
Q3 		$537K Buy
4,472
+90
+2% +$10.1K 0.08% 198
2023
Q2 		$418K Buy
4,382
+669
+18% +$65K 0.09% 184
2023
Q1 		$376K Buy
3,713
+1,865
+101% +$190K 0.11% 171
2022
Q4 		$192K Buy
+1,848
New +$189K 0.07% 227

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

Farther Finance Advisors's PSX Position: Q2 2026 in Review

Farther Finance Advisors increased its Phillips 66 (PSX) stake by 17% in Q2 2026, buying an estimated $863K and bringing the position to 33,699 shares worth $5.7M. The position accounts for 0.04% of the portfolio, ranked #367.

Farther Finance Advisors first reported a position in PSX in Q4 2022 and has held it in 15 quarters since. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Farther Finance Advisors held 33,699 shares of Phillips 66 worth $5.7M as of Q2 2026.
  • Farther Finance Advisors bought 5,016 Phillips 66 shares in Q2 2026, an estimated $863K.
  • Phillips 66 made up 0.04% of Farther Finance Advisors's portfolio in Q2 2026, its #367 holding.
  • Farther Finance Advisors first reported a position in Phillips 66 in Q4 2022 and has held it in 15 quarters since.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.