Focus Financial Network’s Phillips 66 PSX Stock Holding History

Focus Financial Network’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	$652K	Sell	3,854 -21	-0.5%	-$3.62K	0.02%	431
2026 Q1	$706K	Sell	3,875 -547	-12%	-$85.7K	0.03%	386
2025 Q4	$571K	Buy	4,422 +35	+0.8%	+$4.71K	0.02%	422
2025 Q3	$597K	Buy	4,387 +1	+0%	+$128	0.02%	409
2025 Q2	$523K	Sell	4,386 -31	-0.7%	-$3.47K	0.02%	422
2025 Q1	$545K	Sell	4,417 -157	-3%	-$19.3K	0.02%	405
2024 Q4	$521K	Sell	4,574 -287	-6%	-$36.5K	0.02%	408
2024 Q3	$639K	Buy	4,861 +104	+2%	+$14K	0.03%	350
2024 Q2	$670K	Buy	4,757 +301	+7%	+$44.6K	0.03%	335
2024 Q1	$683K	Sell	4,456 -5,778	-56%	-$833K	0.03%	312
2023 Q4	$1.36M	Buy	10,234 +6,292	+160%	+$752K	0.05%	267
2023 Q3	$474K	Buy	3,942 +1,040	+36%	+$117K	0.03%	370
2023 Q2	$277K	Buy	2,902 +625	+27%	+$60.8K	0.02%	489
2023 Q1	$231K	Buy	2,277 +3	+0.1%	+$305	0.01%	506
2022 Q4	$237K	Buy	+2,274	New	+$233K	0.02%	418
2022 Q1	–	Sell	-7,466	Closed	-$541K	–	594
2021 Q4	$541K	Buy	+7,466	New	+$564K	0.08%	211

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

Focus Financial Network's PSX Position: Q2 2026 in Review

Focus Financial Network reduced its Phillips 66 (PSX) stake by 0.54% in Q2 2026, selling an estimated $3.62K and leaving 3,854 shares worth $652K. The position accounts for 0.02% of the portfolio, ranked #431.

Focus Financial Network first reported a position in PSX in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.36M in Q4 2023. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Focus Financial Network held 3,854 shares of Phillips 66 worth $652K as of Q2 2026.
Focus Financial Network sold 21 Phillips 66 shares in Q2 2026, an estimated $3.62K.
Phillips 66 made up 0.02% of Focus Financial Network's portfolio in Q2 2026, its #431 holding.
Focus Financial Network first reported a position in Phillips 66 in Q4 2021 and has held it in 16 quarters since.
Focus Financial Network's Phillips 66 position peaked at $1.36M in Q4 2023.
2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.