FourThought Financial Partners’s Phillips 66 PSX Stock Holding History

FourThought Financial Partners’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 Q1	$1.55M	Sell	8,482 -1,360	-14%	-$213K	0.13%	112
2025 Q4	$1.27M	Sell	9,842 -1,536	-13%	-$207K	0.11%	123
2025 Q3	$1.55M	Buy	11,378 +103	+0.9%	+$13.2K	0.14%	105
2025 Q2	$1.35M	Sell	11,275 -4,407	-28%	-$494K	0.13%	116
2025 Q1	$1.94M	Sell	15,682 -5,700	-27%	-$702K	0.2%	100
2024 Q4	$2.44M	Sell	21,382 -27,365	-56%	-$3.48M	0.25%	91
2024 Q3	$6.41M	Buy	48,747 +1,182	+2%	+$160K	0.76%	47
2024 Q2	$6.71M	Buy	47,565 +268	+0.6%	+$39.7K	0.86%	40
2024 Q1	$7.73M	Sell	47,297 -37,506	-44%	-$5.41M	0.89%	34
2023 Q4	$11.3M	Sell	84,803 -1,022	-1%	-$122K	1.42%	19
2023 Q3	$10.3M	Sell	85,825 -893	-1%	-$100K	1.44%	20
2023 Q2	$8.27M	Buy	86,718 +3,855	+5%	+$375K	1.09%	28
2023 Q1	$8.4M	Buy	82,863 +2,412	+3%	+$245K	1.15%	27
2022 Q4	$8.37M	Buy	+80,451	New	+$8.23M	1.21%	24

Other funds holding PSX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

FourThought Financial Partners's PSX Position: Q1 2026 in Review

FourThought Financial Partners reduced its Phillips 66 (PSX) stake by 14% in Q1 2026, selling an estimated $213K and leaving 8,482 shares worth $1.55M. The position accounts for 0.13% of the portfolio, ranked #112.

FourThought Financial Partners first reported a position in PSX in Q4 2022 and has held it in 14 quarters since. The position peaked at $11.3M in Q4 2023. 2,118 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

FourThought Financial Partners held 8,482 shares of Phillips 66 worth $1.55M as of Q1 2026.
FourThought Financial Partners sold 1,360 Phillips 66 shares in Q1 2026, an estimated $213K.
Phillips 66 made up 0.13% of FourThought Financial Partners's portfolio in Q1 2026, its #112 holding.
FourThought Financial Partners first reported a position in Phillips 66 in Q4 2022 and has held it in 14 quarters since.
FourThought Financial Partners's Phillips 66 position peaked at $11.3M in Q4 2023.
2,118 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on FourThought Financial Partners's 13F filing for Q1 2026, filed 7 May 2026.