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Financial Security Advisor’s Phillips 66 PSX Stock Holding History

Financial Security Advisor’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 		$202K Sell
1,196
-130
-10% -$22.4K 0.03% 156
2026
Q1 		$242K Buy
+1,326
New +$208K 0.04% 145
2024
Q3 		– Sell
-1,464
Closed -$207K – 123
2024
Q2 		$207K Sell
1,464
-51
-3% -$7.55K 0.07% 108
2024
Q1 		$247K Buy
1,515
+10
+0.7% +$1.44K 0.09% 89
2023
Q4 		$200K Buy
+1,505
New +$180K 0.08% 100

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 Security Advisor's PSX Position: Q2 2026 in Review

Financial Security Advisor reduced its Phillips 66 (PSX) stake by 9.8% in Q2 2026, selling an estimated $22.4K and leaving 1,196 shares worth $202K. The position accounts for 0.03% of the portfolio, ranked #156.

Financial Security Advisor first reported a position in PSX in Q4 2023 and has held it in 5 quarters since. The position peaked at $247K in Q1 2024. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Financial Security Advisor held 1,196 shares of Phillips 66 worth $202K as of Q2 2026.
  • Financial Security Advisor sold 130 Phillips 66 shares in Q2 2026, an estimated $22.4K.
  • Phillips 66 made up 0.03% of Financial Security Advisor's portfolio in Q2 2026, its #156 holding.
  • Financial Security Advisor first reported a position in Phillips 66 in Q4 2023 and has held it in 5 quarters since.
  • Financial Security Advisor's Phillips 66 position peaked at $247K in Q1 2024.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Financial Security Advisor's 13F filing for Q2 2026, filed 11 Aug 2026.