Financial Management Network’s Phillips 66 PSX Stock Holding History

Financial Management 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 Q2	$312K	Sell	1,498 -20	-1%	-$3.44K	0.04%	170
2026 Q1	$246K	Buy	+1,518	New	+$238K	0.04%	176
2025 Q4	–	Sell	-1,528	Closed	-$203K	–	194
2025 Q3	$203K	Buy	+1,528	New	+$196K	0.03%	186
2025 Q1	–	Sell	-1,857	Closed	-$216K	–	162
2024 Q4	$216K	Buy	1,857 +2	+0.1%	+$254	0.04%	154
2024 Q3	$257K	Sell	1,855 -366	-16%	-$49.4K	0.05%	148
2024 Q2	$307K	Buy	2,221 +28	+1%	+$4.14K	0.07%	121
2024 Q1	$374K	Buy	2,193 +1	+0%	+$144	0.09%	118
2023 Q4	$296K	Buy	2,192 +2	+0.1%	+$239	0.09%	117
2023 Q3	$242K	Buy	+2,190	New	+$246K	0.08%	129

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

Financial Management Network's PSX Position: Q2 2026 in Review

Financial Management Network reduced its Phillips 66 (PSX) stake by 1.3% in Q2 2026, selling an estimated $3.44K and leaving 1,498 shares worth $312K. The position accounts for 0.04% of the portfolio, ranked #170.

Financial Management Network first reported a position in PSX in Q3 2023 and has held it in 9 quarters since. The position peaked at $374K in Q1 2024. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Financial Management Network held 1,498 shares of Phillips 66 worth $312K as of Q2 2026.
Financial Management Network sold 20 Phillips 66 shares in Q2 2026, an estimated $3.44K.
Phillips 66 made up 0.04% of Financial Management Network's portfolio in Q2 2026, its #170 holding.
Financial Management Network first reported a position in Phillips 66 in Q3 2023 and has held it in 9 quarters since.
Financial Management Network's Phillips 66 position peaked at $374K in Q1 2024.
2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Financial Management Network's 13F filing for Q2 2026, filed 6 Aug 2026.