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Fortitude Family Office’s Phillips 66 PSX Stock Holding History

Fortitude Family Office’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 		$50.7K Sell
300
-8
-3% -$1.38K 0.01% 287
2026
Q1 		$56.1K Buy
308
+94
+44% +$14.7K 0.01% 220
2025
Q4 		$27.6K Sell
214
-21
-9% -$2.83K 0.01% 339
2025
Q3 		$32K Hold
235
– – 0.01% 311
2025
Q2 		$28K Sell
235
-31
-12% -$3.47K 0.01% 326
2025
Q1 		$32.8K Hold
266
– – 0.01% 298
2024
Q4 		$30.3K Buy
266
+38
+17% +$4.83K 0.01% 362
2024
Q3 		$30K Sell
228
-37
-14% -$5K 0.01% 332
2024
Q2 		$37.4K Buy
265
+91
+52% +$13.5K 0.02% 210
2024
Q1 		$28.4K Hold
174
– – 0.02% 227
2023
Q4 		$23.2K Buy
+174
New +$20.8K 0.02% 275

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

Fortitude Family Office's PSX Position: Q2 2026 in Review

Fortitude Family Office reduced its Phillips 66 (PSX) stake by 2.6% in Q2 2026, selling an estimated $1.38K and leaving 300 shares worth $50.7K. The position accounts for 0.01% of the portfolio, ranked #287.

Fortitude Family Office first reported a position in PSX in Q4 2023 and has held it in 11 quarters since. The position peaked at $56.1K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Fortitude Family Office held 300 shares of Phillips 66 worth $50.7K as of Q2 2026.
  • Fortitude Family Office sold 8 Phillips 66 shares in Q2 2026, an estimated $1.38K.
  • Phillips 66 made up 0.01% of Fortitude Family Office's portfolio in Q2 2026, its #287 holding.
  • Fortitude Family Office first reported a position in Phillips 66 in Q4 2023 and has held it in 11 quarters since.
  • Fortitude Family Office's Phillips 66 position peaked at $56.1K in Q1 2026.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.