First Business Financial Services’s Phillips 66 PSX Stock Holding History

First Business Financial Services’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	$292K	Buy	1,725 +254	+17%	+$43.7K	0.02%	165
2026 Q1	$268K	Buy	+1,471	New	+$231K	0.02%	161
2025 Q4	–	Sell	-1,631	Closed	-$222K	–	183
2025 Q3	$222K	Buy	+1,631	New	+$209K	0.02%	174
2024 Q2	–	Sell	-1,378	Closed	-$225K	–	169
2024 Q1	$225K	Sell	1,378 -703	-34%	-$101K	0.02%	156
2023 Q4	$277K	Buy	2,081 +23	+1%	+$2.75K	0.03%	138
2023 Q3	$247K	Sell	2,058 -138	-6%	-$15.5K	0.03%	147
2023 Q2	$209K	Sell	2,196 -200	-8%	-$19.4K	0.03%	159
2023 Q1	$243K	Buy	2,396 +16	+0.7%	+$1.63K	0.03%	149
2022 Q4	$248K	Buy	+2,380	New	+$243K	0.03%	141
2020 Q1	–	Sell	-3,584	Closed	-$399K	–	125
2019 Q4	$399K	Buy	3,584 +357	+11%	+$40.1K	0.06%	91
2019 Q3	$330K	Hold	3,227	–	–	0.06%	92
2019 Q2	$302K	Sell	3,227 -300	-9%	-$26.9K	0.05%	100
2019 Q1	$336K	Hold	3,527	–	–	0.06%	84
2018 Q4	$304K	Buy	+3,527	New	+$345K	0.05%	118

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

First Business Financial Services's PSX Position: Q2 2026 in Review

First Business Financial Services increased its Phillips 66 (PSX) stake by 17% in Q2 2026, buying an estimated $43.7K and bringing the position to 1,725 shares worth $292K. The position accounts for 0.02% of the portfolio, ranked #165.

First Business Financial Services first reported a position in PSX in Q4 2018 and has held it in 14 quarters since. The position peaked at $399K in Q4 2019. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

First Business Financial Services held 1,725 shares of Phillips 66 worth $292K as of Q2 2026.
First Business Financial Services bought 254 Phillips 66 shares in Q2 2026, an estimated $43.7K.
Phillips 66 made up 0.02% of First Business Financial Services's portfolio in Q2 2026, its #165 holding.
First Business Financial Services first reported a position in Phillips 66 in Q4 2018 and has held it in 14 quarters since.
First Business Financial Services's Phillips 66 position peaked at $399K in Q4 2019.
2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on First Business Financial Services's 13F filing for Q2 2026, filed 28 Jul 2026.