First Foundation Advisors
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First Foundation Advisors’s Phillips 66 PSX Stock Holding History

First Foundation Advisors’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
Q3 		$360K Buy
1,409
+78
+6% +$17.8K 0.01% 283
2026
Q2 		$225K Buy
+1,331
New +$229K 0.01% 333
2024
Q4 		– Sell
-2,718
Closed -$357K – 358
2024
Q3 		$357K Sell
2,718
-1,675
-38% -$226K 0.01% 263
2024
Q2 		$620K Sell
4,393
-393
-8% -$58.2K 0.02% 205
2024
Q1 		$782K Buy
4,786
+372
+8% +$53.6K 0.03% 190
2023
Q4 		$588K Sell
4,414
-890
-17% -$106K 0.03% 213
2023
Q3 		$637K Buy
5,304
+571
+12% +$64.1K 0.03% 222
2023
Q2 		$451K Buy
4,733
+82
+2% +$7.97K 0.02% 260
2023
Q1 		$472K Sell
4,651
-5,742
-55% -$584K 0.02% 240
2022
Q4 		$1.08M Buy
10,393
+512
+5% +$52.4K 0.05% 172
2022
Q3 		$798K Buy
+9,881
New +$842K 0.04% 188
2022
Q2 		– Sell
-2,544
Closed -$220K – 443
2022
Q1 		$220K Buy
+2,544
New +$214K 0.01% 382
2020
Q1 		– Sell
-5,663
Closed -$631K – 364
2019
Q4 		$631K Sell
5,663
-811
-13% -$91.1K 0.03% 218
2019
Q3 		$663K Buy
6,474
+948
+17% +$95K 0.04% 202
2019
Q2 		$517K Buy
5,526
+431
+8% +$38.7K 0.03% 225
2019
Q1 		$485K Sell
5,095
-262
-5% -$24.9K 0.03% 222
2018
Q4 		$462K Buy
5,357
+112
+2% +$10.9K 0.03% 269
2018
Q3 		$591K Buy
5,245
+663
+14% +$76.6K 0.03% 215
2018
Q2 		$515K Buy
4,582
+350
+8% +$39.3K 0.03% 208
2018
Q1 		$406K Buy
4,232
+52
+1% +$5.06K 0.02% 231
2017
Q4 		$423K Sell
4,180
-150
-3% -$14.3K 0.02% 240
2017
Q3 		$397K Sell
4,330
-82
-2% -$6.95K 0.02% 222
2017
Q2 		$365K Sell
4,412
-1,295
-23% -$102K 0.02% 234
2017
Q1 		$452K Buy
+5,707
New +$460K 0.03% 221
2016
Q2 		– Sell
-2,828
Closed -$245K – 306
2016
Q1 		$245K Buy
+2,828
New +$230K 0.02% 257

Other funds holding PSX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

First Foundation Advisors's PSX Position: Q3 2026 in Review

First Foundation Advisors increased its Phillips 66 (PSX) stake by 5.9% in Q3 2026, buying an estimated $17.8K and bringing the position to 1,409 shares worth $360K. The position accounts for 0.01% of the portfolio, ranked #283.

First Foundation Advisors first reported a position in PSX in Q1 2016 and has held it in 25 quarters since. The position peaked at $1.08M in Q4 2022. 2,097 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • First Foundation Advisors held 1,409 shares of Phillips 66 worth $360K as of Q3 2026.
  • First Foundation Advisors bought 78 Phillips 66 shares in Q3 2026, an estimated $17.8K.
  • Phillips 66 made up 0.01% of First Foundation Advisors's portfolio in Q3 2026, its #283 holding.
  • First Foundation Advisors first reported a position in Phillips 66 in Q1 2016 and has held it in 25 quarters since.
  • First Foundation Advisors's Phillips 66 position peaked at $1.08M in Q4 2022.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on First Foundation Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.