MA
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MONECO Advisors’s Phillips 66 PSX Stock Holding History

MONECO 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 		$1.77M Buy
10,499
+2,009
+24% +$346K 0.11% 189
2026
Q1 		$1.55M Sell
8,490
-435
-5% -$68.2K 0.12% 164
2025
Q4 		$1.15M Buy
8,925
+536
+6% +$72.1K 0.09% 194
2025
Q3 		$1.14M Sell
8,389
-48
-0.6% -$6.15K 0.1% 188
2025
Q2 		$1.01M Buy
8,437
+200
+2% +$22.4K 0.09% 190
2025
Q1 		$1.02M Sell
8,237
-28
-0.3% -$3.45K 0.11% 178
2024
Q4 		$942K Buy
8,265
+985
+14% +$125K 0.1% 187
2024
Q3 		$957K Buy
7,280
+768
+12% +$104K 0.12% 162
2024
Q2 		$919K Buy
6,512
+168
+3% +$24.9K 0.14% 155
2024
Q1 		$1.04M Buy
6,344
+277
+5% +$39.9K 0.16% 148
2023
Q4 		$808K Buy
6,067
+393
+7% +$47K 0.15% 159
2023
Q3 		$682K Buy
5,674
+57
+1% +$6.4K 0.19% 136
2023
Q2 		$536K Buy
5,617
+811
+17% +$78.8K 0.15% 165
2023
Q1 		$487K Buy
4,806
+2,224
+86% +$226K 0.14% 166
2022
Q4 		$269K Sell
2,582
-696
-21% -$71.2K 0.1% 208
2022
Q3 		$265K Buy
3,278
+707
+27% +$60.3K 0.11% 192
2022
Q2 		$211K Buy
+2,571
New +$238K 0.08% 227

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

MONECO Advisors's PSX Position: Q2 2026 in Review

MONECO Advisors increased its Phillips 66 (PSX) stake by 24% in Q2 2026, buying an estimated $346K and bringing the position to 10,499 shares worth $1.77M. The position accounts for 0.11% of the portfolio, ranked #189.

MONECO Advisors first reported a position in PSX in Q2 2022 and has held it in 17 quarters since. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • MONECO Advisors held 10,499 shares of Phillips 66 worth $1.77M as of Q2 2026.
  • MONECO Advisors bought 2,009 Phillips 66 shares in Q2 2026, an estimated $346K.
  • Phillips 66 made up 0.11% of MONECO Advisors's portfolio in Q2 2026, its #189 holding.
  • MONECO Advisors first reported a position in Phillips 66 in Q2 2022 and has held it in 17 quarters since.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.