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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
Q2 		$1.47M Buy
8,701
+219
+3% +$37.7K 0.11% 121
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
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

FourThought Financial Partners's PSX Position: Q2 2026 in Review

FourThought Financial Partners increased its Phillips 66 (PSX) stake by 2.6% in Q2 2026, buying an estimated $37.7K and bringing the position to 8,701 shares worth $1.47M. The position accounts for 0.11% of the portfolio, ranked #121.

FourThought Financial Partners first reported a position in PSX in Q4 2022 and has held it in 15 quarters since. The position peaked at $11.3M in Q4 2023. 2,103 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • FourThought Financial Partners held 8,701 shares of Phillips 66 worth $1.47M as of Q2 2026.
  • FourThought Financial Partners bought 219 Phillips 66 shares in Q2 2026, an estimated $37.7K.
  • Phillips 66 made up 0.11% of FourThought Financial Partners's portfolio in Q2 2026, its #121 holding.
  • FourThought Financial Partners first reported a position in Phillips 66 in Q4 2022 and has held it in 15 quarters since.
  • FourThought Financial Partners's Phillips 66 position peaked at $11.3M in Q4 2023.
  • 2,103 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on FourThought Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.