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Fort Sheridan Advisors’s Phillips 66 PSX Stock Holding History

Fort Sheridan 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 		$410K Buy
2,426
+1
+0% +$172 0.04% 207
2026
Q1 		$442K Hold
2,425
– – 0.05% 199
2025
Q4 		$313K Hold
2,425
– – 0.04% 209
2025
Q3 		$330K Sell
2,425
-32
-1% -$4.1K 0.04% 202
2025
Q2 		$293K Sell
2,457
-499
-17% -$55.9K 0.04% 203
2025
Q1 		$365K Sell
2,956
-27
-0.9% -$3.33K 0.06% 189
2024
Q4 		$340K Buy
2,983
+107
+4% +$13.6K 0.05% 190
2024
Q3 		$378K Buy
2,876
+4
+0.1% +$540 0.06% 182
2024
Q2 		$405K Buy
2,872
+1,230
+75% +$182K 0.07% 173
2024
Q1 		$268K Buy
1,642
+35
+2% +$5.04K 0.05% 167
2023
Q4 		$214K Buy
+1,607
New +$192K 0.04% 184

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

Fort Sheridan Advisors's PSX Position: Q2 2026 in Review

Fort Sheridan Advisors increased its Phillips 66 (PSX) stake by 0.04% in Q2 2026, buying an estimated $172 and bringing the position to 2,426 shares worth $410K. The position accounts for 0.04% of the portfolio, ranked #207.

Fort Sheridan Advisors first reported a position in PSX in Q4 2023 and has held it in 11 quarters since. The position peaked at $442K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Fort Sheridan Advisors held 2,426 shares of Phillips 66 worth $410K as of Q2 2026.
  • Fort Sheridan Advisors bought 1 Phillips 66 share in Q2 2026, an estimated $172.
  • Phillips 66 made up 0.04% of Fort Sheridan Advisors's portfolio in Q2 2026, its #207 holding.
  • Fort Sheridan Advisors first reported a position in Phillips 66 in Q4 2023 and has held it in 11 quarters since.
  • Fort Sheridan Advisors's Phillips 66 position peaked at $442K in Q1 2026.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Fort Sheridan Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.