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Fiduciary Alliance’s Phillips 66 PSX Stock Holding History

Fiduciary Alliance’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 		$1.05M Buy
6,208
+78
+1% +$13.4K 0.07% 263
2026
Q1 		$990K Buy
6,130
+157
+3% +$24.6K 0.06% 260
2025
Q4 		$771K Buy
5,973
+16
+0.3% +$2.15K 0.05% 270
2025
Q3 		$810K Sell
5,957
-677
-10% -$86.7K 0.05% 264
2025
Q2 		$791K Sell
6,634
-1,679
-20% -$188K 0.06% 255
2025
Q1 		$1.03M Buy
8,313
+754
+10% +$92.9K 0.1% 164
2024
Q4 		$861K Buy
+7,559
New +$962K 0.09% 174
2023
Q3 		– Sell
-318
Closed -$30.3K – 746
2023
Q2 		$30.3K Buy
+318
New +$30.9K 0.01% 383

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

Fiduciary Alliance's PSX Position: Q2 2026 in Review

Fiduciary Alliance increased its Phillips 66 (PSX) stake by 1.3% in Q2 2026, buying an estimated $13.4K and bringing the position to 6,208 shares worth $1.05M. The position accounts for 0.07% of the portfolio, ranked #263.

Fiduciary Alliance first reported a position in PSX in Q2 2023 and has held it in 8 quarters since. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Fiduciary Alliance held 6,208 shares of Phillips 66 worth $1.05M as of Q2 2026.
  • Fiduciary Alliance bought 78 Phillips 66 shares in Q2 2026, an estimated $13.4K.
  • Phillips 66 made up 0.07% of Fiduciary Alliance's portfolio in Q2 2026, its #263 holding.
  • Fiduciary Alliance first reported a position in Phillips 66 in Q2 2023 and has held it in 8 quarters since.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.