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Forum Financial Management’s Phillips 66 PSX Stock Holding History

Forum Financial Management’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 		$451K Sell
2,668
-45
-2% -$7.75K 0.01% 221
2026
Q1 		$494K Sell
2,713
-6,612
-71% -$1.04M 0.01% 200
2025
Q4 		$1.2M Sell
9,325
-52
-0.6% -$7K 0.02% 212
2025
Q3 		$1.28M Buy
9,377
+1,034
+12% +$132K 0.02% 200
2025
Q2 		$995K Buy
8,343
+725
+10% +$81.2K 0.02% 215
2025
Q1 		$941K Buy
7,618
+132
+2% +$16.3K 0.02% 219
2024
Q4 		$853K Buy
7,486
+77
+1% +$9.79K 0.01% 229
2024
Q3 		$974K Sell
7,409
-153
-2% -$20.7K 0.02% 190
2024
Q2 		$1.07M Sell
7,562
-335
-4% -$49.6K 0.02% 168
2024
Q1 		$1.29M Buy
7,897
+239
+3% +$34.4K 0.02% 162
2023
Q4 		$1.02M Sell
7,658
-1,181
-13% -$141K 0.02% 162
2023
Q3 		$1.06M Buy
8,839
+1,285
+17% +$144K 0.02% 150
2023
Q2 		$721K Buy
7,554
+44
+0.6% +$4.28K 0.02% 212
2023
Q1 		$761K Buy
7,510
+15
+0.2% +$1.52K 0.02% 181
2022
Q4 		$780K Buy
7,495
+816
+12% +$83.5K 0.03% 174
2022
Q3 		$539K Sell
6,679
-1,449
-18% -$123K 0.03% 210
2022
Q2 		$666K Buy
8,128
+1,509
+23% +$140K 0.03% 179
2022
Q1 		$571K Buy
6,619
+237
+4% +$19.9K 0.03% 215
2021
Q4 		$462K Buy
+6,382
New +$482K 0.02% 269

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

Forum Financial Management's PSX Position: Q2 2026 in Review

Forum Financial Management reduced its Phillips 66 (PSX) stake by 1.7% in Q2 2026, selling an estimated $7.75K and leaving 2,668 shares worth $451K. The position accounts for 0.01% of the portfolio, ranked #221.

Forum Financial Management first reported a position in PSX in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.29M in Q1 2024. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Forum Financial Management held 2,668 shares of Phillips 66 worth $451K as of Q2 2026.
  • Forum Financial Management sold 45 Phillips 66 shares in Q2 2026, an estimated $7.75K.
  • Phillips 66 made up 0.01% of Forum Financial Management's portfolio in Q2 2026, its #221 holding.
  • Forum Financial Management first reported a position in Phillips 66 in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's Phillips 66 position peaked at $1.29M in Q1 2024.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.