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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
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 $6.73T 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

First Foundation Advisors's PSX Position: Q2 2026 in Review

First Foundation Advisors opened a new position in Phillips 66 (PSX) in Q2 2026: 1,331 shares worth $225K. The stake represents 0.01% of the portfolio and ranks #333 among its holdings. This is a return to the name: First Foundation Advisors previously reported a position in PSX as recently as Q3 2024.

First Foundation Advisors first reported a position in PSX in Q1 2016 and has held it in 24 quarters since. The position peaked at $1.08M in Q4 2022. 2,106 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • First Foundation Advisors held 1,331 shares of Phillips 66 worth $225K as of Q2 2026.
  • Phillips 66 was a new First Foundation Advisors position in Q2 2026.
  • Phillips 66 made up 0.01% of First Foundation Advisors's portfolio in Q2 2026, its #333 holding.
  • First Foundation Advisors first reported a position in Phillips 66 in Q1 2016 and has held it in 24 quarters since.
  • First Foundation Advisors's Phillips 66 position peaked at $1.08M in Q4 2022.
  • 2,106 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.