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Founders Financial Securities’s Phillips 66 PSX Stock Holding History

Founders Financial Securities’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 		– Sell
-2,654
Closed -$427K – 572
2026
Q1 		$427K Buy
2,654
+115
+5% +$18K 0.02% 392
2025
Q4 		$328K Buy
2,539
+139
+6% +$18.7K 0.02% 459
2025
Q3 		$326K Buy
2,400
+319
+15% +$40.9K 0.02% 416
2025
Q2 		$248K Sell
2,081
-1,520
-42% -$170K 0.02% 452
2025
Q1 		$381K Buy
3,601
+214
+6% +$26.4K 0.03% 361
2024
Q4 		$386K Buy
3,387
+175
+5% +$22.3K 0.03% 342
2024
Q3 		$422K Sell
3,212
-447
-12% -$60.4K 0.04% 295
2024
Q2 		$517K Buy
3,659
+466
+15% +$69K 0.05% 281
2024
Q1 		$522K Buy
+3,193
New +$460K 0.05% 257

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 Securities's PSX Position: Q2 2026 in Review

Founders Financial Securities sold out of Phillips 66 (PSX) in Q2 2026, closing a stake of 2,654 shares — an estimated $427K sold.

Founders Financial Securities first reported a position in PSX in Q1 2024 and held it in 9 quarters. The position peaked at $522K in Q1 2024. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Founders Financial Securities reported no remaining Phillips 66 position as of Q2 2026 after selling out during the quarter.
  • Founders Financial Securities sold 2,654 Phillips 66 shares in Q2 2026, an estimated $427K.
  • Founders Financial Securities first reported a position in Phillips 66 in Q1 2024 and held it in 9 quarters.
  • Founders Financial Securities's Phillips 66 position peaked at $522K in Q1 2024.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.