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Foundations Investment Advisors’s Phillips 66 PSX Stock Holding History

Foundations Investment 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 		$2.74M Buy
16,236
+292
+2% +$50.3K 0.03% 347
2026
Q1 		$2.9M Buy
15,944
+568
+4% +$89K 0.04% 303
2025
Q4 		$1.98M Buy
15,376
+5,251
+52% +$707K 0.03% 351
2025
Q3 		$1.38M Buy
10,125
+2,196
+28% +$281K 0.02% 396
2025
Q2 		$946K Buy
7,929
+2,713
+52% +$304K 0.01% 445
2025
Q1 		$644K Buy
5,216
+516
+11% +$63.6K 0.01% 508
2024
Q4 		$536K Buy
4,700
+721
+18% +$91.7K 0.01% 527
2024
Q3 		$523K Buy
3,979
+20
+0.5% +$2.7K 0.01% 509
2024
Q2 		$559K Buy
3,959
+720
+22% +$107K 0.01% 470
2024
Q1 		$529K Buy
3,239
+9
+0.3% +$1.3K 0.01% 453
2023
Q4 		$470K Buy
3,230
+261
+9% +$31.2K 0.01% 449
2023
Q3 		$357K Buy
2,969
+174
+6% +$19.5K 0.01% 470
2023
Q2 		$267K Sell
2,795
-70
-2% -$6.8K 0.01% 492
2023
Q1 		$290K Buy
2,865
+524
+22% +$53.3K 0.01% 406
2022
Q4 		$244K Sell
2,341
-949
-29% -$97.1K 0.01% 381
2022
Q3 		$266K Buy
3,290
+49
+2% +$4.18K 0.01% 338
2022
Q2 		$258K Buy
+3,241
New +$300K 0.01% 327
2020
Q4 		– Sell
-6,637
Closed -$339K – 198
2020
Q3 		$339K Sell
6,637
-3,021
-31% -$184K 0.07% 130
2020
Q2 		$661K Buy
+9,658
New +$684K 0.06% 93

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

Foundations Investment Advisors's PSX Position: Q2 2026 in Review

Foundations Investment Advisors increased its Phillips 66 (PSX) stake by 1.8% in Q2 2026, buying an estimated $50.3K and bringing the position to 16,236 shares worth $2.74M. The position accounts for 0.03% of the portfolio, ranked #347.

Foundations Investment Advisors first reported a position in PSX in Q2 2020 and has held it in 19 quarters since. The position peaked at $2.9M in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Foundations Investment Advisors held 16,236 shares of Phillips 66 worth $2.74M as of Q2 2026.
  • Foundations Investment Advisors bought 292 Phillips 66 shares in Q2 2026, an estimated $50.3K.
  • Phillips 66 made up 0.03% of Foundations Investment Advisors's portfolio in Q2 2026, its #347 holding.
  • Foundations Investment Advisors first reported a position in Phillips 66 in Q2 2020 and has held it in 19 quarters since.
  • Foundations Investment Advisors's Phillips 66 position peaked at $2.9M in Q1 2026.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.