Ogorek Anthony Joseph’s Phillips 66 PSX Stock Holding History

Ogorek Anthony Joseph’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	$87K	Hold	516	–	–	0.02%	123
2026 Q1	$94K	Sell	516 -32	-6%	-$5.01K	0.03%	112
2025 Q4	$70K	Sell	548 -15	-3%	-$2.02K	0.02%	132
2025 Q3	$76K	Buy	563 +51	+10%	+$6.53K	0.02%	130
2025 Q2	$61K	Buy	512 +119	+30%	+$13.3K	0.02%	142
2025 Q1	$48K	Buy	393 +374	+1,968%	+$46.1K	0.02%	156
2024 Q4	$2K	Hold	19	–	–	﹤0.01%	281
2024 Q3	$2K	Buy	+19	New	+$2.56K	﹤0.01%	252
2020 Q1	–	Sell	-100	Closed	-$11K	–	218
2019 Q4	$11K	Hold	100	–	–	0.01%	136
2019 Q3	$10K	Hold	100	–	–	0.01%	110
2019 Q2	$9K	Hold	100	–	–	0.01%	110
2019 Q1	$9K	Hold	100	–	–	0.01%	105
2018 Q4	$8K	Hold	100	–	–	0.01%	105
2018 Q3	$11K	Buy	+100	New	+$11.6K	0.01%	97

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

Ogorek Anthony Joseph's PSX Position: Q2 2026 in Review

Ogorek Anthony Joseph held its Phillips 66 (PSX) position steady in Q2 2026 at 516 shares worth $87K. The position accounts for 0.02% of the portfolio, ranked #123.

Ogorek Anthony Joseph first reported a position in PSX in Q3 2018 and has held it in 14 quarters since. The position peaked at $94K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Ogorek Anthony Joseph held 516 shares of Phillips 66 worth $87K as of Q2 2026.
Ogorek Anthony Joseph left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 0.02% of Ogorek Anthony Joseph's portfolio in Q2 2026, its #123 holding.
Ogorek Anthony Joseph first reported a position in Phillips 66 in Q3 2018 and has held it in 14 quarters since.
Ogorek Anthony Joseph's Phillips 66 position peaked at $94K in Q1 2026.
2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2026, filed 7 Aug 2026.