Financial Perspectives’s Phillips 66 PSX Stock Holding History

Financial Perspectives’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	$14.9K	Hold	88	–	–	﹤0.01%	497
2026 Q1	$16K	Hold	88	–	–	﹤0.01%	475
2025 Q4	$11.4K	Hold	88	–	–	﹤0.01%	512
2025 Q3	$12K	Buy	88 +25	+40%	+$3.2K	﹤0.01%	502
2025 Q2	$7.52K	Hold	63	–	–	﹤0.01%	537
2025 Q1	$7.78K	Hold	63	–	–	﹤0.01%	528
2024 Q4	$7.18K	Hold	63	–	–	﹤0.01%	541
2024 Q3	$8.28K	Hold	63	–	–	﹤0.01%	490
2024 Q2	$8.89K	Hold	63	–	–	﹤0.01%	478
2024 Q1	$10.3K	Hold	63	–	–	﹤0.01%	458
2023 Q4	$8.39K	Hold	63	–	–	﹤0.01%	493
2023 Q3	$7.57K	Hold	63	–	–	﹤0.01%	480
2023 Q2	$6.01K	Hold	63	–	–	﹤0.01%	496
2023 Q1	$6.39K	Hold	63	–	–	﹤0.01%	487
2022 Q4	$6.56K	Hold	63	–	–	﹤0.01%	489
2022 Q3	$5.08K	Hold	63	–	–	﹤0.01%	502
2022 Q2	$5.17K	Hold	63	–	–	﹤0.01%	514
2022 Q1	$5.44K	Hold	63	–	–	﹤0.01%	529
2021 Q4	$4.57K	Hold	63	–	–	﹤0.01%	525
2021 Q3	$4.41K	Hold	63	–	–	﹤0.01%	532
2021 Q2	$5.41K	Sell	63 -5,074	-99%	-$428K	﹤0.01%	531
2021 Q1	$63K	Buy	5,137 +5,074	+8,054%	+$398K	﹤0.01%	544
2020 Q4	$4.41K	Hold	63	–	–	﹤0.01%	489
2020 Q3	$3.27K	Hold	63	–	–	﹤0.01%	460
2020 Q2	$4.53K	Hold	63	–	–	﹤0.01%	417
2020 Q1	$3.38K	Hold	63	–	–	﹤0.01%	416
2019 Q4	$7.02K	Buy	+63	New	+$7.08K	﹤0.01%	367

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 Perspectives's PSX Position: Q2 2026 in Review

Financial Perspectives held its Phillips 66 (PSX) position steady in Q2 2026 at 88 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #497.

Financial Perspectives first reported a position in PSX in Q4 2019 and has held it in 27 quarters since. The position peaked at $63K in Q1 2021. 2,095 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Financial Perspectives held 88 shares of Phillips 66 worth $14.9K as of Q2 2026.
Financial Perspectives left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up ﹤0.01% of Financial Perspectives's portfolio in Q2 2026, its #497 holding.
Financial Perspectives first reported a position in Phillips 66 in Q4 2019 and has held it in 27 quarters since.
Financial Perspectives's Phillips 66 position peaked at $63K in Q1 2021.
2,095 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.