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Flavin Financial Services’s Phillips 66 PSX Stock Holding History

Flavin 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
Q1 		$2.37M Buy
13,030
+234
+2% +$36.7K 1.6% 24
2025
Q4 		$1.65M Buy
12,796
+114
+0.9% +$15.3K 1.13% 32
2025
Q3 		$1.73M Buy
12,682
+2,237
+21% +$287K 1.23% 31
2025
Q2 		$1.25M Sell
10,445
-832
-7% -$93.2K 1.21% 33
2025
Q1 		$1.39M Buy
11,277
+832
+8% +$103K 1.28% 32
2024
Q4 		$1.19M Buy
+10,445
New +$1.33M 1.13% 36

Other funds holding PSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Flavin Financial Services's PSX Position: Q1 2026 in Review

Flavin Financial Services increased its Phillips 66 (PSX) stake by 1.8% in Q1 2026, buying an estimated $36.7K and bringing the position to 13,030 shares worth $2.37M. The position accounts for 1.6% of the portfolio, ranked #24.

Flavin Financial Services first reported a position in PSX in Q4 2024 and has held it in 6 quarters since. 2,119 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Flavin Financial Services held 13,030 shares of Phillips 66 worth $2.37M as of Q1 2026.
  • Flavin Financial Services bought 234 Phillips 66 shares in Q1 2026, an estimated $36.7K.
  • Phillips 66 made up 1.6% of Flavin Financial Services's portfolio in Q1 2026, its #24 holding.
  • Flavin Financial Services first reported a position in Phillips 66 in Q4 2024 and has held it in 6 quarters since.
  • 2,119 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Flavin Financial Services's 13F filing for Q1 2026, filed 7 May 2026.