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Financiere des Professionnels’s Phillips 66 PSX Stock Holding History

Financiere des Professionnels’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 		$2.43M Buy
14,361
+10,448
+267% +$1.8M 0.14% 136
2026
Q1 		$713K Sell
3,913
-1,879
-32% -$294K 0.04% 212
2025
Q4 		$747K Hold
5,792
– – 0.04% 203
2025
Q3 		$788K Buy
+5,792
New +$742K 0.05% 200
2025
Q1 		– Sell
-1,200
Closed -$137K – 192
2024
Q4 		$137K Hold
1,200
– – 0.01% 164
2024
Q3 		$158K Buy
+1,200
New +$162K 0.01% 159

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

Financiere des Professionnels's PSX Position: Q2 2026 in Review

Financiere des Professionnels increased its Phillips 66 (PSX) stake by 267% in Q2 2026, buying an estimated $1.8M and bringing the position to 14,361 shares worth $2.43M. The position accounts for 0.14% of the portfolio, ranked #136.

Financiere des Professionnels first reported a position in PSX in Q3 2024 and has held it in 6 quarters since. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Financiere des Professionnels held 14,361 shares of Phillips 66 worth $2.43M as of Q2 2026.
  • Financiere des Professionnels bought 10,448 Phillips 66 shares in Q2 2026, an estimated $1.8M.
  • Phillips 66 made up 0.14% of Financiere des Professionnels's portfolio in Q2 2026, its #136 holding.
  • Financiere des Professionnels first reported a position in Phillips 66 in Q3 2024 and has held it in 6 quarters since.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Financiere des Professionnels's 13F filing for Q2 2026, filed 5 Aug 2026.