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Investment Partners’s Phillips 66 PSX Stock Holding History

Investment 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 		$263K Buy
1,554
+3
+0.2% +$516 0.08% 146
2026
Q1 		$283K Sell
1,551
-328
-17% -$51.4K 0.1% 136
2025
Q4 		$242K Buy
+1,879
New +$253K 0.08% 143
2022
Q4 		– Sell
-3,375
Closed -$272K – 220
2022
Q3 		$272K Buy
3,375
+680
+25% +$58K 0.08% 212
2022
Q2 		$221K Sell
2,695
-28
-1% -$2.59K 0.11% 145
2022
Q1 		$235K Buy
+2,723
New +$229K 0.1% 147
2021
Q3 		– Sell
-2,366
Closed -$203K – 166
2021
Q2 		$203K Buy
+2,366
New +$200K 0.09% 165
2020
Q1 		– Sell
-2,223
Closed -$248K – 141
2019
Q4 		$248K Buy
2,223
+15
+0.7% +$1.69K 0.17% 127
2019
Q3 		$226K Buy
2,208
+18
+0.8% +$1.8K 0.16% 131
2019
Q2 		$205K Buy
2,190
+20
+0.9% +$1.79K 0.15% 142
2019
Q1 		$207K Buy
+2,170
New +$206K 0.15% 137
2018
Q3 		– Sell
-2,277
Closed -$256K – 156
2018
Q2 		$256K Buy
2,277
+12
+0.5% +$1.35K 0.19% 117
2018
Q1 		$217K Buy
2,265
+223
+11% +$21.7K 0.16% 141
2017
Q4 		$207K Buy
+2,042
New +$194K 0.15% 145

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

Investment Partners's PSX Position: Q2 2026 in Review

Investment Partners increased its Phillips 66 (PSX) stake by 0.19% in Q2 2026, buying an estimated $516 and bringing the position to 1,554 shares worth $263K. The position accounts for 0.08% of the portfolio, ranked #146.

Investment Partners first reported a position in PSX in Q4 2017 and has held it in 14 quarters since. The position peaked at $283K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Investment Partners held 1,554 shares of Phillips 66 worth $263K as of Q2 2026.
  • Investment Partners bought 3 Phillips 66 shares in Q2 2026, an estimated $516.
  • Phillips 66 made up 0.08% of Investment Partners's portfolio in Q2 2026, its #146 holding.
  • Investment Partners first reported a position in Phillips 66 in Q4 2017 and has held it in 14 quarters since.
  • Investment Partners's Phillips 66 position peaked at $283K in Q1 2026.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Investment Partners's 13F filing for Q2 2026, filed 4 Aug 2026.