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Financial Management Professionals’s Phillips 66 PSX Stock Holding History

Financial Management Professionals’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 		$156K Buy
920
+155
+20% +$26.7K 0.01% 189
2026
Q1 		$139K Hold
765
– – 0.02% 177
2025
Q4 		$98.7K Buy
765
+1
+0.1% +$135 0.01% 202
2025
Q3 		$104K Buy
764
+7
+0.9% +$897 0.01% 200
2025
Q2 		$90.3K Sell
757
-743
-50% -$83.2K 0.01% 197
2025
Q1 		$185K Sell
1,500
-2
-0.1% -$246 0.02% 143
2024
Q4 		$171K Buy
1,502
+13
+0.9% +$1.65K 0.02% 155
2024
Q3 		$196K Buy
1,489
+387
+35% +$52.3K 0.02% 143
2024
Q2 		$156K Buy
1,102
+332
+43% +$49.1K 0.02% 159
2024
Q1 		$126K Sell
770
-500
-39% -$72.1K 0.02% 178
2023
Q4 		$169K Hold
1,270
– – 0.03% 145
2023
Q3 		$153K Hold
1,270
– – 0.03% 140
2023
Q2 		$121K Hold
1,270
– – 0.02% 163
2023
Q1 		$129K Buy
1,270
+67
+6% +$6.81K 0.02% 166
2022
Q4 		$125K Sell
1,203
-315
-21% -$32.2K 0.03% 140
2022
Q3 		$123K Buy
1,518
+296
+24% +$25.2K 0.03% 137
2022
Q2 		$100K Buy
1,222
+45
+4% +$4.16K 0.02% 155
2022
Q1 		$102K Buy
1,177
+38
+3% +$3.2K 0.02% 163
2021
Q4 		$83K Hold
1,139
– – 0.02% 195
2021
Q3 		$80K Sell
1,139
-120
-10% -$8.69K 0.02% 189
2021
Q2 		$108K Sell
1,259
-216
-15% -$18.2K 0.03% 138
2021
Q1 		$120K Sell
1,475
-485
-25% -$38.1K 0.03% 109
2020
Q4 		$137K Sell
1,960
-15
-0.8% -$881 0.04% 89
2020
Q3 		$102K Hold
1,975
– – 0.04% 104
2020
Q2 		$142K Buy
1,975
+184
+10% +$13K 0.05% 70
2020
Q1 		$96K Sell
1,791
-207
-10% -$16.8K 0.04% 60
2019
Q4 		$223K Sell
1,998
-219
-10% -$24.6K 0.07% 48
2019
Q3 		$227K Hold
2,217
– – 0.08% 47
2019
Q2 		$207K Hold
2,217
– – 0.08% 48
2019
Q1 		$211K Sell
2,217
-50
-2% -$4.75K 0.08% 43
2018
Q4 		$195K Sell
2,267
-178
-7% -$17.4K 0.12% 40
2018
Q3 		$276K Buy
2,445
+52
+2% +$6.01K 0.11% 35
2018
Q2 		$269K Buy
2,393
+831
+53% +$93.4K 0.11% 35
2018
Q1 		$150K Hold
1,562
– – 0.08% 50
2017
Q4 		$157K Hold
1,562
– – 0.07% 46
2017
Q3 		$143K Hold
1,562
– – 0.06% 47
2017
Q2 		$129K Hold
1,562
– – 0.06% 52
2017
Q1 		$123K Hold
1,562
– – 0.06% 52
2016
Q4 		$134K Hold
1,562
– – 0.07% 50
2016
Q3 		$125K Hold
1,562
– – 0.06% 51
2016
Q2 		$123K Hold
1,562
– – 0.06% 54
2016
Q1 		$135K Hold
1,562
– – 0.07% 45
2015
Q4 		$127K Hold
1,562
– – 0.07% 51
2015
Q3 		$120K Hold
1,562
– – 0.08% 50
2015
Q2 		$125K Hold
1,562
– – 0.06% 48
2015
Q1 		$123K Hold
1,562
– – 0.06% 44
2014
Q4 		$112K Hold
1,562
– – 0.06% 50
2014
Q3 		$127K Hold
1,562
– – 0.09% 45
2014
Q2 		$125K Hold
1,562
– – 0.08% 48
2014
Q1 		$120K Buy
1,562
+414
+36% +$31.5K 0.08% 51
2013
Q4 		$89K Hold
1,148
– – 0.06% 55
2013
Q3 		$66K Hold
1,148
– – 0.04% 71
2013
Q2 		$68K Buy
+1,148
New +$72.1K 0.05% 67

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

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

Financial Management Professionals increased its Phillips 66 (PSX) stake by 20% in Q2 2026, buying an estimated $26.7K and bringing the position to 920 shares worth $156K. The position accounts for 0.01% of the portfolio, ranked #189.

Financial Management Professionals first reported a position in PSX in Q2 2013 and has held it in 53 quarters since. The position peaked at $276K in Q3 2018. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Financial Management Professionals held 920 shares of Phillips 66 worth $156K as of Q2 2026.
  • Financial Management Professionals bought 155 Phillips 66 shares in Q2 2026, an estimated $26.7K.
  • Phillips 66 made up 0.01% of Financial Management Professionals's portfolio in Q2 2026, its #189 holding.
  • Financial Management Professionals first reported a position in Phillips 66 in Q2 2013 and has held it in 53 quarters since.
  • Financial Management Professionals's Phillips 66 position peaked at $276K in Q3 2018.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.