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Founders Financial Alliance’s Phillips 66 PSX Stock Holding History

Founders Financial Alliance’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 		$371K Buy
2,194
+143
+7% +$24.6K 0.05% 298
2026
Q1 		$373K Buy
+2,051
New +$321K 0.07% 260
2024
Q2 		– Sell
-1,602
Closed -$262K – 574
2024
Q1 		$262K Buy
1,602
+59
+4% +$8.5K 0.08% 221
2023
Q4 		$205K Buy
+1,543
New +$184K 0.08% 238
2020
Q4 		– Sell
-1,000
Closed -$50K – 1039
2020
Q3 		$50K Buy
+1,000
New +$61K 0.03% 378

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

Founders Financial Alliance's PSX Position: Q2 2026 in Review

Founders Financial Alliance increased its Phillips 66 (PSX) stake by 7% in Q2 2026, buying an estimated $24.6K and bringing the position to 2,194 shares worth $371K. The position accounts for 0.05% of the portfolio, ranked #298.

Founders Financial Alliance first reported a position in PSX in Q3 2020 and has held it in 5 quarters since. The position peaked at $373K in Q1 2026. 2,100 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Founders Financial Alliance held 2,194 shares of Phillips 66 worth $371K as of Q2 2026.
  • Founders Financial Alliance bought 143 Phillips 66 shares in Q2 2026, an estimated $24.6K.
  • Phillips 66 made up 0.05% of Founders Financial Alliance's portfolio in Q2 2026, its #298 holding.
  • Founders Financial Alliance first reported a position in Phillips 66 in Q3 2020 and has held it in 5 quarters since.
  • Founders Financial Alliance's Phillips 66 position peaked at $373K in Q1 2026.
  • 2,100 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.