Napier Financial’s Phillips 66 PSX Stock Holding History

Napier Financial’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	$164K	Buy	972 +122	+14%	+$21K	0.03%	134
2026 Q1	$155K	Buy	+850	New	+$133K	0.04%	132

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

Napier Financial's PSX Position: Q2 2026 in Review

Napier Financial increased its Phillips 66 (PSX) stake by 14% in Q2 2026, buying an estimated $21K and bringing the position to 972 shares worth $164K. The position accounts for 0.03% of the portfolio, ranked #134.

Napier Financial first reported a position in PSX in Q1 2026 and has held it in 2 quarters since. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Napier Financial held 972 shares of Phillips 66 worth $164K as of Q2 2026.
Napier Financial bought 122 Phillips 66 shares in Q2 2026, an estimated $21K.
Phillips 66 made up 0.03% of Napier Financial's portfolio in Q2 2026, its #134 holding.
Napier Financial first reported a position in Phillips 66 in Q1 2026 and has held it in 2 quarters since.
2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

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