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Herold Advisors’s Phillips 66 PSX Stock Holding History

Herold 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 		$2.68M Sell
15,842
-279
-2% -$48K 0.53% 50
2026
Q1 		$2.94M Sell
16,121
-104
-0.6% -$16.3K 0.65% 45
2025
Q4 		$2.09M Sell
16,225
-278
-2% -$37.4K 0.47% 61
2025
Q3 		$2.24M Buy
16,503
+1,031
+7% +$132K 0.52% 53
2025
Q2 		$1.85M Sell
15,472
-4,451
-22% -$499K 0.39% 72
2025
Q1 		$2.46M Sell
19,923
-4,598
-19% -$567K 0.54% 51
2024
Q4 		$2.79M Sell
24,521
-1,014
-4% -$129K 0.61% 46
2024
Q3 		$3.36M Buy
25,535
+444
+2% +$60K 0.73% 32
2024
Q2 		$3.54M Buy
25,091
+736
+3% +$109K 0.82% 29
2024
Q1 		$3.98M Sell
24,355
-1,673
-6% -$241K 0.96% 20
2023
Q4 		$3.47M Sell
26,028
-369
-1% -$44.1K 0.96% 25
2023
Q3 		$3.17M Buy
26,397
+2,468
+10% +$277K 0.96% 23
2023
Q2 		$2.28M Buy
23,929
+2,156
+10% +$210K 0.7% 37
2023
Q1 		$2.21M Buy
21,773
+774
+4% +$78.7K 0.76% 31
2022
Q4 		$2.19M Buy
20,999
+152
+0.7% +$15.5K 0.93% 28
2022
Q3 		$1.68M Buy
+20,847
New +$1.78M 0.81% 40
2022
Q2 		– Sell
-800
Closed -$69.1K – 551
2022
Q1 		$69.1K Buy
+800
New +$67.3K 0.02% 327
2021
Q4 		– Sell
-800
Closed -$56K – 536
2021
Q3 		$56K Buy
+800
New +$57.9K 0.02% 360

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

Herold Advisors's PSX Position: Q2 2026 in Review

Herold Advisors reduced its Phillips 66 (PSX) stake by 1.7% in Q2 2026, selling an estimated $48K and leaving 15,842 shares worth $2.68M. The position accounts for 0.53% of the portfolio, ranked #50.

Herold Advisors first reported a position in PSX in Q3 2021 and has held it in 18 quarters since. The position peaked at $3.98M in Q1 2024. 2,102 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Herold Advisors held 15,842 shares of Phillips 66 worth $2.68M as of Q2 2026.
  • Herold Advisors sold 279 Phillips 66 shares in Q2 2026, an estimated $48K.
  • Phillips 66 made up 0.53% of Herold Advisors's portfolio in Q2 2026, its #50 holding.
  • Herold Advisors first reported a position in Phillips 66 in Q3 2021 and has held it in 18 quarters since.
  • Herold Advisors's Phillips 66 position peaked at $3.98M in Q1 2024.
  • 2,102 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.