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Meeder Advisory Services’s Phillips 66 PSX Stock Holding History

Meeder 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 		$2.11M Sell
12,488
-1,108
-8% -$191K 0.08% 175
2026
Q1 		$2.48M Buy
13,596
+792
+6% +$124K 0.1% 139
2025
Q4 		$1.65M Buy
12,804
+861
+7% +$116K 0.07% 191
2025
Q3 		$1.62M Buy
11,943
+1,262
+12% +$162K 0.08% 183
2025
Q2 		$1.27M Sell
10,681
-768
-7% -$86K 0.07% 208
2025
Q1 		$1.41M Buy
11,449
+1,517
+15% +$187K 0.08% 192
2024
Q4 		$1.13M Sell
9,932
-81
-0.8% -$10.3K 0.07% 217
2024
Q3 		$1.32M Buy
10,013
+449
+5% +$60.6K 0.09% 188
2024
Q2 		$1.35M Buy
9,564
+2,518
+36% +$373K 0.1% 172
2024
Q1 		$1.15M Buy
7,046
+262
+4% +$37.8K 0.12% 154
2023
Q4 		$903K Buy
6,784
+416
+7% +$49.7K 0.1% 165
2023
Q3 		$765K Sell
6,368
-800
-11% -$89.8K 0.1% 173
2023
Q2 		$684K Buy
7,168
+345
+5% +$33.5K 0.07% 234
2023
Q1 		$692K Buy
6,823
+443
+7% +$45K 0.08% 227
2022
Q4 		$664K Buy
+6,380
New +$653K 0.08% 217

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 $3.38T AUM 44.17% 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

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

Meeder Advisory Services reduced its Phillips 66 (PSX) stake by 8.1% in Q2 2026, selling an estimated $191K and leaving 12,488 shares worth $2.11M. The position accounts for 0.08% of the portfolio, ranked #175.

Meeder Advisory Services first reported a position in PSX in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.48M in Q1 2026. 2,107 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Meeder Advisory Services held 12,488 shares of Phillips 66 worth $2.11M as of Q2 2026.
  • Meeder Advisory Services sold 1,108 Phillips 66 shares in Q2 2026, an estimated $191K.
  • Phillips 66 made up 0.08% of Meeder Advisory Services's portfolio in Q2 2026, its #175 holding.
  • Meeder Advisory Services first reported a position in Phillips 66 in Q4 2022 and has held it in 15 quarters since.
  • Meeder Advisory Services's Phillips 66 position peaked at $2.48M in Q1 2026.
  • 2,107 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Meeder Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.