NPFS
PSX icon

Novak & Powell Financial Services’s Phillips 66 PSX Stock Holding History

Novak & Powell Financial Services’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 		$264K Sell
1,560
-60
-4% -$10.3K 0.12% 142
2026
Q1 		$295K Hold
1,620
– – 0.16% 125
2025
Q4 		$209K Hold
1,620
– – 0.11% 154
2025
Q3 		$220K Buy
+1,620
New +$208K 0.12% 153
2024
Q4 		– Sell
-1,570
Closed -$205K – 161
2024
Q3 		$205K Buy
1,570
+145
+10% +$19.6K 0.12% 151
2024
Q2 		$201K Hold
1,425
– – 0.13% 145
2024
Q1 		$233K Buy
+1,425
New +$205K 0.17% 118

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

Novak & Powell Financial Services's PSX Position: Q2 2026 in Review

Novak & Powell Financial Services reduced its Phillips 66 (PSX) stake by 3.7% in Q2 2026, selling an estimated $10.3K and leaving 1,560 shares worth $264K. The position accounts for 0.12% of the portfolio, ranked #142.

Novak & Powell Financial Services first reported a position in PSX in Q1 2024 and has held it in 7 quarters since. The position peaked at $295K in Q1 2026. 2,106 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Novak & Powell Financial Services held 1,560 shares of Phillips 66 worth $264K as of Q2 2026.
  • Novak & Powell Financial Services sold 60 Phillips 66 shares in Q2 2026, an estimated $10.3K.
  • Phillips 66 made up 0.12% of Novak & Powell Financial Services's portfolio in Q2 2026, its #142 holding.
  • Novak & Powell Financial Services first reported a position in Phillips 66 in Q1 2024 and has held it in 7 quarters since.
  • Novak & Powell Financial Services's Phillips 66 position peaked at $295K in Q1 2026.
  • 2,106 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Novak & Powell Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.