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Independent Financial Group’s Phillips 66 PSX Stock Holding History

Independent Financial Group’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 		$1.74M Sell
10,281
-473
-4% -$81.4K 0.03% 494
2026
Q1 		$1.96M Sell
10,754
-1,014
-9% -$159K 0.04% 412
2025
Q4 		$1.52M Sell
11,768
-666
-5% -$89.6K 0.03% 471
2025
Q3 		$1.69M Buy
12,434
+164
+1% +$21K 0.04% 440
2025
Q2 		$1.46M Buy
12,270
+1,706
+16% +$191K 0.04% 427
2025
Q1 		$1.3M Buy
10,564
+897
+9% +$111K 0.04% 408
2024
Q4 		$1.1M Sell
9,667
-3,281
-25% -$417K 0.04% 455
2024
Q3 		$1.7M Sell
12,948
-108
-0.8% -$14.6K 0.06% 305
2024
Q2 		$1.84M Sell
13,056
-11,135
-46% -$1.65M 0.07% 247
2024
Q1 		$3.95M Buy
24,191
+7,203
+42% +$1.04M 0.18% 120
2023
Q4 		$2.26M Buy
16,988
+414
+2% +$49.5K 0.12% 187
2023
Q3 		$1.99M Buy
16,574
+4,640
+39% +$521K 0.13% 184
2023
Q2 		$1.14M Sell
11,934
-353
-3% -$34.3K 0.08% 277
2023
Q1 		$1.25M Sell
12,287
-947
-7% -$96.3K 0.1% 234
2022
Q4 		$1.38M Sell
13,234
-575
-4% -$58.8K 0.12% 174
2022
Q3 		$1.11M Buy
13,809
+3,056
+28% +$260K 0.1% 205
2022
Q2 		$882K Sell
10,753
-35,118
-77% -$3.25M 0.09% 247
2022
Q1 		$3.96M Buy
45,871
+38,398
+514% +$3.23M 0.32% 51
2021
Q4 		$541K Sell
7,473
-5,538
-43% -$419K 0.04% 401
2021
Q3 		$911K Buy
13,011
+5,305
+69% +$384K 0.09% 234
2021
Q2 		$661K Buy
7,706
+849
+12% +$71.7K 0.07% 297
2021
Q1 		$559K Sell
6,857
-2,247
-25% -$176K 0.07% 310
2020
Q4 		$637K Buy
9,104
+3,116
+52% +$183K 0.09% 249
2020
Q3 		$310K Buy
+5,988
New +$365K 0.06% 342

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

Independent Financial Group's PSX Position: Q2 2026 in Review

Independent Financial Group reduced its Phillips 66 (PSX) stake by 4.4% in Q2 2026, selling an estimated $81.4K and leaving 10,281 shares worth $1.74M. The position accounts for 0.03% of the portfolio, ranked #494.

Independent Financial Group first reported a position in PSX in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.96M in Q1 2022. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Independent Financial Group held 10,281 shares of Phillips 66 worth $1.74M as of Q2 2026.
  • Independent Financial Group sold 473 Phillips 66 shares in Q2 2026, an estimated $81.4K.
  • Phillips 66 made up 0.03% of Independent Financial Group's portfolio in Q2 2026, its #494 holding.
  • Independent Financial Group first reported a position in Phillips 66 in Q3 2020 and has held it in 24 quarters since.
  • Independent Financial Group's Phillips 66 position peaked at $3.96M in Q1 2022.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.