Insigneo Advisory Services’s Phillips 66 PSX Stock Holding History

Insigneo Advisory Services’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	$385K	Buy	+2,280	New	+$392K	0.01%	552
2024 Q4	–	Sell	-1,812	Closed	-$238K	–	677
2024 Q3	$238K	Sell	1,812 -1,276	-41%	-$172K	0.02%	505
2024 Q2	$407K	Buy	3,088 +363	+13%	+$53.7K	0.05%	337
2024 Q1	$445K	Sell	2,725 -61	-2%	-$8.79K	0.05%	291
2023 Q4	$371K	Sell	2,786 -360	-11%	-$43K	0.05%	291
2023 Q3	$378K	Sell	3,146 -1,523	-33%	-$171K	0.08%	238
2023 Q2	$445K	Buy	4,669 +9	+0.2%	+$875	0.09%	218
2023 Q1	$472K	Buy	4,660 +2,148	+86%	+$218K	0.15%	142
2022 Q4	$261K	Buy	+2,512	New	+$257K	0.1%	211

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Insigneo Advisory Services's PSX Position: Q2 2026 in Review

Insigneo Advisory Services opened a new position in Phillips 66 (PSX) in Q2 2026: 2,280 shares worth $385K. The stake represents 0.01% of the portfolio and ranks #552 among its holdings. This is a return to the name: Insigneo Advisory Services previously reported a position in PSX as recently as Q3 2024.

Insigneo Advisory Services first reported a position in PSX in Q4 2022 and has held it in 9 quarters since. The position peaked at $472K in Q1 2023. 2,107 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Insigneo Advisory Services held 2,280 shares of Phillips 66 worth $385K as of Q2 2026.
Phillips 66 was a new Insigneo Advisory Services position in Q2 2026.
Phillips 66 made up 0.01% of Insigneo Advisory Services's portfolio in Q2 2026, its #552 holding.
Insigneo Advisory Services first reported a position in Phillips 66 in Q4 2022 and has held it in 9 quarters since.
Insigneo Advisory Services's Phillips 66 position peaked at $472K in Q1 2023.
2,107 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.