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New Age Alpha Advisors’s Phillips 66 PSX Stock Holding History

New Age Alpha 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 		$3.79M Buy
22,447
+5,060
+29% +$871K 0.16% 156
2026
Q1 		$3.17M Sell
17,387
-4,455
-20% -$698K 0.15% 202
2025
Q4 		$2.82M Buy
21,842
+1,866
+9% +$251K 0.12% 258
2025
Q3 		$2.72M Sell
19,976
-1,718
-8% -$220K 0.11% 247
2025
Q2 		$2.59M Sell
21,694
-14,326
-40% -$1.6M 0.11% 268
2025
Q1 		$4.45M Buy
36,020
+27,400
+318% +$3.38M 0.2% 148
2024
Q4 		$982K Buy
+8,620
New +$1.1M 0.04% 457

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

New Age Alpha Advisors's PSX Position: Q2 2026 in Review

New Age Alpha Advisors increased its Phillips 66 (PSX) stake by 29% in Q2 2026, buying an estimated $871K and bringing the position to 22,447 shares worth $3.79M. The position accounts for 0.16% of the portfolio, ranked #156.

New Age Alpha Advisors first reported a position in PSX in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.45M in Q1 2025. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • New Age Alpha Advisors held 22,447 shares of Phillips 66 worth $3.79M as of Q2 2026.
  • New Age Alpha Advisors bought 5,060 Phillips 66 shares in Q2 2026, an estimated $871K.
  • Phillips 66 made up 0.16% of New Age Alpha Advisors's portfolio in Q2 2026, its #156 holding.
  • New Age Alpha Advisors first reported a position in Phillips 66 in Q4 2024 and has held it in 7 quarters since.
  • New Age Alpha Advisors's Phillips 66 position peaked at $4.45M in Q1 2025.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.