First Command Advisory Services’s Phillips 66 PSX Stock Holding History

First Command Advisory 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	$131K	Buy	775 +285	+58%	+$49.1K	﹤0.01%	260
2026 Q1	$89.3K	Buy	490 +91	+23%	+$14.3K	﹤0.01%	278
2025 Q4	$51.5K	Buy	399 +116	+41%	+$15.6K	﹤0.01%	313
2025 Q3	$38.5K	Hold	283	–	–	﹤0.01%	330
2025 Q2	$33.8K	Hold	283	–	–	﹤0.01%	320
2025 Q1	$34.9K	Sell	283 -200	-41%	-$24.6K	﹤0.01%	304
2024 Q4	$55K	Sell	483 -342	-41%	-$43.5K	﹤0.01%	272
2024 Q3	$108K	Buy	825 +210	+34%	+$28.4K	﹤0.01%	219
2024 Q2	$86.8K	Buy	615 +282	+85%	+$41.7K	﹤0.01%	225
2024 Q1	$54.4K	Buy	333 +143	+75%	+$20.6K	﹤0.01%	248
2023 Q4	$25.3K	Buy	190 +40	+27%	+$4.78K	﹤0.01%	288
2023 Q3	$18K	Buy	+150	New	+$16.8K	﹤0.01%	306
2021 Q4	–	Sell	-45	Closed	–	–	167
2021 Q3	$0	Buy	+45	New	+$3.26K	﹤0.01%	166

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 Command Advisory Services's PSX Position: Q2 2026 in Review

First Command Advisory Services increased its Phillips 66 (PSX) stake by 58% in Q2 2026, buying an estimated $49.1K and bringing the position to 775 shares worth $131K. The position accounts for ﹤0.01% of the portfolio, ranked #260.

First Command Advisory Services first reported a position in PSX in Q3 2021 and has held it in 13 quarters since. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

First Command Advisory Services held 775 shares of Phillips 66 worth $131K as of Q2 2026.
First Command Advisory Services bought 285 Phillips 66 shares in Q2 2026, an estimated $49.1K.
Phillips 66 made up ﹤0.01% of First Command Advisory Services's portfolio in Q2 2026, its #260 holding.
First Command Advisory Services first reported a position in Phillips 66 in Q3 2021 and has held it in 13 quarters since.
2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on First Command Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.