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Naples Global Advisors’s Phillips 66 PSX Stock Holding History

Naples Global 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 		$306K Buy
1,809
+19
+1% +$3.27K 0.02% 407
2026
Q1 		$326K Sell
1,790
-334
-16% -$52.3K 0.02% 381
2025
Q4 		$274K Buy
2,124
+3
+0.1% +$404 0.02% 390
2025
Q3 		$289K Buy
2,121
+2
+0.1% +$256 0.02% 384
2025
Q2 		$253K Buy
2,119
+4
+0.2% +$448 0.02% 384
2025
Q1 		$261K Buy
2,115
+2
+0.1% +$246 0.02% 364
2024
Q4 		$241K Buy
2,113
+3
+0.1% +$382 0.02% 370
2024
Q3 		$277K Buy
2,110
+74
+4% +$9.99K 0.03% 356
2024
Q2 		$287K Buy
2,036
+3
+0.1% +$444 0.03% 344
2024
Q1 		$332K Buy
2,033
+235
+13% +$33.9K 0.03% 333
2023
Q4 		$239K Sell
1,798
-67
-4% -$8.01K 0.03% 368
2023
Q3 		$224K Buy
+1,865
New +$209K 0.03% 369

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

Naples Global Advisors's PSX Position: Q2 2026 in Review

Naples Global Advisors increased its Phillips 66 (PSX) stake by 1.1% in Q2 2026, buying an estimated $3.27K and bringing the position to 1,809 shares worth $306K. The position accounts for 0.02% of the portfolio, ranked #407.

Naples Global Advisors first reported a position in PSX in Q3 2023 and has held it in 12 quarters since. The position peaked at $332K in Q1 2024. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Naples Global Advisors held 1,809 shares of Phillips 66 worth $306K as of Q2 2026.
  • Naples Global Advisors bought 19 Phillips 66 shares in Q2 2026, an estimated $3.27K.
  • Phillips 66 made up 0.02% of Naples Global Advisors's portfolio in Q2 2026, its #407 holding.
  • Naples Global Advisors first reported a position in Phillips 66 in Q3 2023 and has held it in 12 quarters since.
  • Naples Global Advisors's Phillips 66 position peaked at $332K in Q1 2024.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.