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Nalls Sherbakoff Group’s Phillips 66 PSX Stock Holding History

Nalls Sherbakoff Group’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 		$2.87K Hold
17
– – ﹤0.01% 328
2026
Q1 		$3.1K Hold
17
– – ﹤0.01% 361
2025
Q4 		$2.19K Hold
17
– – ﹤0.01% 399
2025
Q3 		$2.31K Hold
17
– – ﹤0.01% 383
2025
Q2 		$2.03K Hold
17
– – ﹤0.01% 383
2025
Q1 		$2.1K Buy
+17
New +$2.1K ﹤0.01% 375
2018
Q4 		$15K Buy
+175
New +$17.1K 0.02% 237

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

Nalls Sherbakoff Group's PSX Position: Q2 2026 in Review

Nalls Sherbakoff Group held its Phillips 66 (PSX) position steady in Q2 2026 at 17 shares worth $2.87K. The position accounts for ﹤0.01% of the portfolio, ranked #328.

Nalls Sherbakoff Group first reported a position in PSX in Q4 2018 and has held it in 7 quarters since. The position peaked at $15K in Q4 2018. 2,100 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Nalls Sherbakoff Group held 17 shares of Phillips 66 worth $2.87K as of Q2 2026.
  • Nalls Sherbakoff Group left its Phillips 66 share count unchanged in Q2 2026.
  • Phillips 66 made up ﹤0.01% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #328 holding.
  • Nalls Sherbakoff Group first reported a position in Phillips 66 in Q4 2018 and has held it in 7 quarters since.
  • Nalls Sherbakoff Group's Phillips 66 position peaked at $15K in Q4 2018.
  • 2,100 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.