Mirabella Financial Services’s Phillips 66 PSX Stock Holding History

Mirabella Financial 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	$416K	Buy	2,463 +1,218	+98%	+$210K	0.04%	318
2026 Q1	$227K	Sell	1,245 -4,238	-77%	-$664K	0.02%	703
2025 Q4	$708K	Buy	+5,483	New	+$738K	0.07%	162
2023 Q3	–	Sell	-3,115	Closed	-$297K	–	572
2023 Q2	$297K	Buy	+3,115	New	+$303K	0.03%	365
2022 Q4	–	Sell	-18,578	Closed	-$1.5M	–	496
2022 Q3	$1.5M	Buy	+18,578	New	+$1.58M	0.16%	87
2022 Q2	–	Sell	-4,794	Closed	-$414K	–	669
2022 Q1	$414K	Buy	+4,794	New	+$403K	0.05%	280
2021 Q4	–	Sell	-3,194	Closed	-$224K	–	565
2021 Q3	$224K	Buy	+3,194	New	+$231K	0.03%	385

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mirabella Financial Services's PSX Position: Q2 2026 in Review

Mirabella Financial Services increased its Phillips 66 (PSX) stake by 98% in Q2 2026, buying an estimated $210K and bringing the position to 2,463 shares worth $416K. The position accounts for 0.04% of the portfolio, ranked #318.

Mirabella Financial Services first reported a position in PSX in Q3 2021 and has held it in 7 quarters since. The position peaked at $1.5M in Q3 2022. 2,106 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Mirabella Financial Services held 2,463 shares of Phillips 66 worth $416K as of Q2 2026.
Mirabella Financial Services bought 1,218 Phillips 66 shares in Q2 2026, an estimated $210K.
Phillips 66 made up 0.04% of Mirabella Financial Services's portfolio in Q2 2026, its #318 holding.
Mirabella Financial Services first reported a position in Phillips 66 in Q3 2021 and has held it in 7 quarters since.
Mirabella Financial Services's Phillips 66 position peaked at $1.5M in Q3 2022.
2,106 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.