New England Capital Financial Advisors’s Phillips 66 PSX Stock Holding History

New England Capital Financial 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	$55.9K	Buy	331 +2	+0.6%	+$344	0.01%	126
2026 Q1	$60K	Buy	329 +1	+0.3%	+$157	0.02%	118
2025 Q4	$42.3K	Buy	328 +2	+0.6%	+$269	0.02%	142
2025 Q3	$44.4K	Buy	326 +2	+0.6%	+$256	0.02%	130
2025 Q2	$38.7K	Buy	324 +2	+0.6%	+$224	0.02%	134
2025 Q1	$39.8K	Buy	322 +1	+0.3%	+$123	0.02%	124
2024 Q4	$36.5K	Buy	321 +2	+0.6%	+$254	0.02%	132
2024 Q3	$41.9K	Buy	319 +1	+0.3%	+$135	0.02%	123
2024 Q2	$44.8K	Buy	318 +2	+0.6%	+$296	0.03%	117
2024 Q1	$51.6K	Buy	316 +1	+0.3%	+$144	0.03%	108
2023 Q4	$41.9K	Buy	315 +2	+0.6%	+$239	0.03%	122
2023 Q3	$37.6K	Buy	313 +1	+0.3%	+$112	0.03%	123
2023 Q2	$29.7K	Buy	312 +2	+0.6%	+$194	0.02%	142
2023 Q1	$31.4K	Buy	310 +2	+0.6%	+$203	0.02%	150
2022 Q4	$32.9K	Buy	+308	New	+$31.5K	0.02%	149

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

New England Capital Financial Advisors's PSX Position: Q2 2026 in Review

New England Capital Financial Advisors increased its Phillips 66 (PSX) stake by 0.61% in Q2 2026, buying an estimated $344 and bringing the position to 331 shares worth $55.9K. The position accounts for 0.01% of the portfolio, ranked #126.

New England Capital Financial Advisors first reported a position in PSX in Q4 2022 and has held it in 15 quarters since. The position peaked at $60K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

New England Capital Financial Advisors held 331 shares of Phillips 66 worth $55.9K as of Q2 2026.
New England Capital Financial Advisors bought 2 Phillips 66 shares in Q2 2026, an estimated $344.
Phillips 66 made up 0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #126 holding.
New England Capital Financial Advisors first reported a position in Phillips 66 in Q4 2022 and has held it in 15 quarters since.
New England Capital Financial Advisors's Phillips 66 position peaked at $60K in Q1 2026.
2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.