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McAdam LLC’s Phillips 66 PSX Stock Holding History

McAdam LLC’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 		$471K Buy
2,789
+549
+25% +$94.5K 0.02% 287
2026
Q1 		$408K Buy
2,240
+172
+8% +$27K 0.02% 273
2025
Q4 		$267K Buy
2,068
+208
+11% +$28K 0.01% 347
2025
Q3 		$253K Buy
1,860
+44
+2% +$5.64K 0.01% 339
2025
Q2 		$217K Buy
1,816
+96
+6% +$10.8K 0.01% 352
2025
Q1 		$212K Buy
+1,720
New +$212K 0.01% 317
2024
Q3 		– Sell
-1,495
Closed -$211K – 348
2024
Q2 		$211K Buy
1,495
+20
+1% +$2.96K 0.01% 295
2024
Q1 		$241K Buy
+1,475
New +$213K 0.02% 260
2018
Q4 		– Sell
-15
Closed -$2K – 464
2018
Q3 		$2K Hold
15
– – ﹤0.01% 533
2018
Q2 		$2K Hold
15
– – ﹤0.01% 503
2018
Q1 		$1K Buy
+15
New +$1.46K ﹤0.01% 684

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

McAdam LLC's PSX Position: Q2 2026 in Review

McAdam LLC increased its Phillips 66 (PSX) stake by 25% in Q2 2026, buying an estimated $94.5K and bringing the position to 2,789 shares worth $471K. The position accounts for 0.02% of the portfolio, ranked #287.

McAdam LLC first reported a position in PSX in Q1 2018 and has held it in 11 quarters since. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • McAdam LLC held 2,789 shares of Phillips 66 worth $471K as of Q2 2026.
  • McAdam LLC bought 549 Phillips 66 shares in Q2 2026, an estimated $94.5K.
  • Phillips 66 made up 0.02% of McAdam LLC's portfolio in Q2 2026, its #287 holding.
  • McAdam LLC first reported a position in Phillips 66 in Q1 2018 and has held it in 11 quarters since.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.