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Focus Partners Advisor Solutions’s Phillips 66 PSX Stock Holding History

Focus Partners Advisor Solutions’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 		$5.13M Sell
30,361
-822
-3% -$141K 0.04% 183
2026
Q1 		$5.68M Buy
31,183
+2,360
+8% +$370K 0.06% 153
2025
Q4 		$3.72M Sell
28,823
-2,186
-7% -$294K 0.05% 198
2025
Q3 		$4.28M Buy
31,009
+19,288
+165% +$2.47M 0.05% 196
2025
Q2 		$1.4M Sell
11,721
-430
-4% -$48.2K 0.02% 360
2025
Q1 		$1.5M Buy
12,151
+2,710
+29% +$334K 0.02% 302
2024
Q4 		$1.08M Buy
9,441
+467
+5% +$59.4K 0.02% 325
2024
Q3 		$1.18M Buy
8,974
+834
+10% +$113K 0.02% 267
2024
Q2 		$1.15M Sell
8,140
-1,416
-15% -$210K 0.03% 229
2024
Q1 		$1.56M Buy
9,556
+7,900
+477% +$1.14M 0.05% 185
2023
Q4 		$221K Sell
1,656
-873
-35% -$104K 0.01% 382
2023
Q3 		$304K Buy
+2,529
New +$284K 0.01% 348
2023
Q2 		– Sell
-1,972
Closed -$200K – 400
2023
Q1 		$200K Sell
1,972
-1,126
-36% -$114K 0.01% 340
2022
Q4 		$322K Sell
3,098
-2,016
-39% -$206K 0.03% 250
2022
Q3 		$413K Buy
5,114
+1,698
+50% +$145K 0.02% 246
2022
Q2 		$280K Buy
3,416
+85
+3% +$7.86K 0.02% 269
2022
Q1 		$288K Buy
+3,331
New +$280K 0.03% 249

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

Focus Partners Advisor Solutions's PSX Position: Q2 2026 in Review

Focus Partners Advisor Solutions reduced its Phillips 66 (PSX) stake by 2.6% in Q2 2026, selling an estimated $141K and leaving 30,361 shares worth $5.13M. The position accounts for 0.04% of the portfolio, ranked #183.

Focus Partners Advisor Solutions first reported a position in PSX in Q1 2022 and has held it in 17 quarters since. The position peaked at $5.68M in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Focus Partners Advisor Solutions held 30,361 shares of Phillips 66 worth $5.13M as of Q2 2026.
  • Focus Partners Advisor Solutions sold 822 Phillips 66 shares in Q2 2026, an estimated $141K.
  • Phillips 66 made up 0.04% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #183 holding.
  • Focus Partners Advisor Solutions first reported a position in Phillips 66 in Q1 2022 and has held it in 17 quarters since.
  • Focus Partners Advisor Solutions's Phillips 66 position peaked at $5.68M in Q1 2026.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.