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Fi3 Financial Advisors’s Phillips 66 PSX Stock Holding History

Fi3 Financial 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 		$589K Buy
3,228
+751
+30% +$129K 0.14% 86
2026
Q1 		$451K Buy
2,477
+713
+40% +$112K 0.13% 85
2025
Q4 		$228K Buy
+1,764
New +$237K 0.07% 166

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

Fi3 Financial Advisors's PSX Position: Q2 2026 in Review

Fi3 Financial Advisors increased its Phillips 66 (PSX) stake by 30% in Q2 2026, buying an estimated $129K and bringing the position to 3,228 shares worth $589K. The position accounts for 0.14% of the portfolio, ranked #86.

Fi3 Financial Advisors first reported a position in PSX in Q4 2025 and has held it in 3 quarters since. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Fi3 Financial Advisors held 3,228 shares of Phillips 66 worth $589K as of Q2 2026.
  • Fi3 Financial Advisors bought 751 Phillips 66 shares in Q2 2026, an estimated $129K.
  • Phillips 66 made up 0.14% of Fi3 Financial Advisors's portfolio in Q2 2026, its #86 holding.
  • Fi3 Financial Advisors first reported a position in Phillips 66 in Q4 2025 and has held it in 3 quarters since.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.