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MCF Advisors’s Phillips 66 PSX Stock Holding History

MCF Advisors’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 		$1.83M Sell
10,840
-75
-0.7% -$12.9K 0.07% 143
2026
Q1 		$1.99M Buy
10,915
+4,408
+68% +$691K 0.09% 112
2025
Q4 		$840K Buy
6,507
+99
+2% +$13.3K 0.05% 156
2025
Q3 		$872K Sell
6,408
-398
-6% -$51K 0.05% 107
2025
Q2 		$812K Buy
6,806
+138
+2% +$15.5K 0.05% 106
2025
Q1 		$823K Sell
6,668
-13
-0.2% -$1.6K 0.06% 100
2024
Q4 		$761K Sell
6,681
-26
-0.4% -$3.31K 0.05% 109
2024
Q3 		$882K Sell
6,707
-25
-0.4% -$3.38K 0.06% 95
2024
Q2 		$950K Buy
6,732
+97
+1% +$14.4K 0.07% 89
2024
Q1 		$1.08M Sell
6,635
-96
-1% -$13.8K 0.08% 83
2023
Q4 		$896K Buy
6,731
+104
+2% +$12.4K 0.07% 91
2023
Q3 		$796K Buy
6,627
+29
+0.4% +$3.25K 0.07% 90
2023
Q2 		$629K Buy
6,598
+609
+10% +$59.2K 0.06% 102
2023
Q1 		$607K Sell
5,989
-72
-1% -$7.32K 0.06% 102
2022
Q4 		$631K Sell
6,061
-400
-6% -$40.9K 0.06% 93
2022
Q3 		$522K Buy
6,461
+127
+2% +$10.8K 0.06% 103
2022
Q2 		$519K Buy
6,334
+387
+7% +$35.8K 0.05% 99
2022
Q1 		$514K Buy
+5,947
New +$500K 0.05% 106
2021
Q4 		– Sell
-4,964
Closed -$348K – 515
2021
Q3 		$348K Buy
4,964
+32
+0.6% +$2.32K 0.04% 135
2021
Q2 		$423K Sell
4,932
-154
-3% -$13K 0.04% 105
2021
Q1 		$415K Buy
5,086
+458
+10% +$35.9K 0.05% 96
2020
Q4 		$324K Sell
4,628
-2,448
-35% -$144K 0.04% 107
2020
Q3 		$367K Buy
7,076
+19
+0.3% +$1.16K 0.05% 96
2020
Q2 		$507K Buy
7,057
+197
+3% +$13.9K 0.07% 72
2020
Q1 		$368K Buy
6,860
+5,952
+656% +$484K 0.06% 85
2019
Q4 		$101K Hold
908
– – 0.02% 196
2019
Q3 		$93K Hold
908
– – 0.02% 190
2019
Q2 		$85K Hold
908
– – 0.01% 198
2019
Q1 		$86K Sell
908
-158
-15% -$15K 0.01% 188
2018
Q4 		$92K Hold
1,066
– – 0.02% 176
2018
Q3 		$120K Hold
1,066
– – 0.02% 161
2018
Q2 		$120K Hold
1,066
– – 0.02% 155
2018
Q1 		$102K Hold
1,066
– – 0.02% 161
2017
Q4 		$108K Buy
1,066
+1
+0.1% +$95 0.02% 161
2017
Q3 		$98K Sell
1,065
-97
-8% -$8.22K 0.02% 170
2017
Q2 		$96K Buy
1,162
+102
+10% +$8.01K 0.02% 167
2017
Q1 		$84K Sell
1,060
-115
-10% -$9.26K 0.02% 186
2016
Q4 		$102K Hold
1,175
– – 0.02% 146
2016
Q3 		$95K Hold
1,175
– – 0.02% 144
2016
Q2 		$93K Hold
1,175
– – 0.02% 161
2016
Q1 		$102K Hold
1,175
– – 0.03% 132
2015
Q4 		$96K Buy
1,175
+7
+0.6% +$604 0.03% 129
2015
Q3 		$90K Hold
1,168
– – 0.02% 144
2015
Q2 		$94K Buy
1,168
+115
+11% +$9.14K 0.02% 141
2015
Q1 		$83K Hold
1,053
– – 0.02% 149
2014
Q4 		$76K Sell
1,053
-1
-0.1% -$74 0.02% 150
2014
Q3 		$81K Sell
1,054
-25
-2% -$2.08K 0.02% 149
2014
Q2 		$83K Sell
1,079
-49
-4% -$4.04K 0.03% 144
2014
Q1 		$87K Buy
1,128
+397
+54% +$30.2K 0.03% 142
2013
Q4 		$56K Hold
731
– – 0.02% 163
2013
Q3 		$56K Buy
731
+51
+8% +$2.96K 0.03% 163
2013
Q2 		$52K Buy
+680
New +$42.7K 0.03% 157

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

MCF Advisors's PSX Position: Q2 2026 in Review

MCF Advisors reduced its Phillips 66 (PSX) stake by 0.69% in Q2 2026, selling an estimated $12.9K and leaving 10,840 shares worth $1.83M. The position accounts for 0.07% of the portfolio, ranked #143.

MCF Advisors first reported a position in PSX in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.99M in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • MCF Advisors held 10,840 shares of Phillips 66 worth $1.83M as of Q2 2026.
  • MCF Advisors sold 75 Phillips 66 shares in Q2 2026, an estimated $12.9K.
  • Phillips 66 made up 0.07% of MCF Advisors's portfolio in Q2 2026, its #143 holding.
  • MCF Advisors first reported a position in Phillips 66 in Q2 2013 and has held it in 52 quarters since.
  • MCF Advisors's Phillips 66 position peaked at $1.99M in Q1 2026.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on MCF Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.