JAG
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Journey Advisory Group’s Phillips 66 PSX Stock Holding History

Journey Advisory 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 		$626K Buy
3,705
+233
+7% +$40.1K 0.05% 186
2026
Q1 		$633K Hold
3,472
– – 0.05% 175
2025
Q4 		$448K Buy
3,472
+22
+0.6% +$2.96K 0.04% 194
2025
Q3 		$469K Buy
+3,450
New +$442K 0.03% 198
2022
Q1 		– Sell
-5,507
Closed -$399K – 221
2021
Q4 		$399K Buy
5,507
+534
+11% +$40.4K 0.11% 156
2021
Q3 		$348K Buy
4,973
+1,785
+56% +$129K 0.11% 156
2021
Q2 		$274K Buy
+3,188
New +$269K 0.09% 173

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Journey Advisory Group's PSX Position: Q2 2026 in Review

Journey Advisory Group increased its Phillips 66 (PSX) stake by 6.7% in Q2 2026, buying an estimated $40.1K and bringing the position to 3,705 shares worth $626K. The position accounts for 0.05% of the portfolio, ranked #186.

Journey Advisory Group first reported a position in PSX in Q2 2021 and has held it in 7 quarters since. The position peaked at $633K in Q1 2026. 1,496 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Journey Advisory Group held 3,705 shares of Phillips 66 worth $626K as of Q2 2026.
  • Journey Advisory Group bought 233 Phillips 66 shares in Q2 2026, an estimated $40.1K.
  • Phillips 66 made up 0.05% of Journey Advisory Group's portfolio in Q2 2026, its #186 holding.
  • Journey Advisory Group first reported a position in Phillips 66 in Q2 2021 and has held it in 7 quarters since.
  • Journey Advisory Group's Phillips 66 position peaked at $633K in Q1 2026.
  • 1,496 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.