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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Novak & Powell Financial Services's PSX Position: Q1 2026 in Review

Novak & Powell Financial Services held its Phillips 66 (PSX) position steady in Q1 2026 at 1,620 shares worth $295K. The position accounts for 0.16% of the portfolio, ranked #125.

Novak & Powell Financial Services first reported a position in PSX in Q1 2024 and has held it in 6 quarters since. 2,119 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Novak & Powell Financial Services held 1,620 shares of Phillips 66 worth $295K as of Q1 2026.
  • Novak & Powell Financial Services left its Phillips 66 share count unchanged in Q1 2026.
  • Phillips 66 made up 0.16% of Novak & Powell Financial Services's portfolio in Q1 2026, its #125 holding.
  • Novak & Powell Financial Services first reported a position in Phillips 66 in Q1 2024 and has held it in 6 quarters since.
  • 2,119 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.