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Financial Advisors Network’s Phillips 66 PSX Stock Holding History

Financial Advisors Network’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
Q1 		$312K Sell
1,714
-268
-14% -$42K 0.04% 153
2025
Q4 		$256K Buy
1,982
+95
+5% +$12.8K 0.04% 172
2025
Q3 		$257K Buy
1,887
+104
+6% +$13.3K 0.04% 168
2025
Q2 		$213K Sell
1,783
-48
-3% -$5.38K 0.03% 185
2025
Q1 		$226K Buy
+1,831
New +$226K 0.04% 167
2017
Q1 		– Sell
-287
Closed -$23.7K – 375
2016
Q4 		$23.7K Buy
+287
New +$23.9K 0.02% 182

Other funds holding PSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Financial Advisors Network's PSX Position: Q1 2026 in Review

Financial Advisors Network reduced its Phillips 66 (PSX) stake by 14% in Q1 2026, selling an estimated $42K and leaving 1,714 shares worth $312K. The position accounts for 0.04% of the portfolio, ranked #153.

Financial Advisors Network first reported a position in PSX in Q4 2016 and has held it in 6 quarters since. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Financial Advisors Network held 1,714 shares of Phillips 66 worth $312K as of Q1 2026.
  • Financial Advisors Network sold 268 Phillips 66 shares in Q1 2026, an estimated $42K.
  • Phillips 66 made up 0.04% of Financial Advisors Network's portfolio in Q1 2026, its #153 holding.
  • Financial Advisors Network first reported a position in Phillips 66 in Q4 2016 and has held it in 6 quarters since.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Financial Advisors Network's 13F filing for Q1 2026, filed 15 May 2026.