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NBC Securities’s Phillips 66 PSX Stock Holding History

NBC Securities’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 		$162K Buy
960
+4
+0.4% +$689 0.01% 923
2026
Q1 		$174K Sell
956
-2
-0.2% -$313 0.01% 881
2025
Q4 		$124K Buy
958
+9
+0.9% +$1.21K 0.01% 1002
2025
Q3 		$129K Sell
949
-49
-5% -$6.28K 0.01% 980
2025
Q2 		$119K Sell
998
-560
-36% -$62.7K 0.01% 997
2025
Q1 		$192K Buy
1,558
+1,557
+155,700% +$192K 0.02% 798
2024
Q4 		$156 Sell
1
-3,907
-100% -$497K 0.01% 823
2024
Q3 		$513K Sell
3,908
-200
-5% -$27K 0.04% 453
2024
Q2 		$579K Sell
4,108
-153
-4% -$22.6K 0.05% 383
2024
Q1 		$695K Sell
4,261
-97
-2% -$14K 0.07% 339
2023
Q4 		$580K Sell
4,358
-209
-5% -$25K 0.06% 362
2023
Q3 		$548K Buy
+4,567
New +$513K 0.06% 349

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

NBC Securities's PSX Position: Q2 2026 in Review

NBC Securities increased its Phillips 66 (PSX) stake by 0.42% in Q2 2026, buying an estimated $689 and bringing the position to 960 shares worth $162K. The position accounts for 0.01% of the portfolio, ranked #923.

NBC Securities first reported a position in PSX in Q3 2023 and has held it in 12 quarters since. The position peaked at $695K in Q1 2024. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • NBC Securities held 960 shares of Phillips 66 worth $162K as of Q2 2026.
  • NBC Securities bought 4 Phillips 66 shares in Q2 2026, an estimated $689.
  • Phillips 66 made up 0.01% of NBC Securities's portfolio in Q2 2026, its #923 holding.
  • NBC Securities first reported a position in Phillips 66 in Q3 2023 and has held it in 12 quarters since.
  • NBC Securities's Phillips 66 position peaked at $695K in Q1 2024.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.