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Old Port Advisors’s Phillips 66 PSX Stock Holding History

Old Port 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 		$349K Buy
2,063
+22
+1% +$3.79K 0.07% 208
2026
Q1 		$372K Buy
2,041
+82
+4% +$12.8K 0.09% 183
2025
Q4 		$253K Buy
1,959
+10
+0.5% +$1.35K 0.06% 207
2025
Q3 		$265K Buy
1,949
+71
+4% +$9.1K 0.07% 202
2025
Q2 		$224K Buy
1,878
+80
+4% +$8.96K 0.06% 221
2025
Q1 		$222K Sell
1,798
-55
-3% -$6.78K 0.07% 207
2024
Q4 		$211K Buy
1,853
+239
+15% +$30.4K 0.06% 220
2024
Q3 		$212K Sell
1,614
-36
-2% -$4.86K 0.06% 229
2024
Q2 		$233K Buy
1,650
+132
+9% +$19.5K 0.07% 201
2024
Q1 		$248K Buy
+1,518
New +$219K 0.08% 200

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

Old Port Advisors's PSX Position: Q2 2026 in Review

Old Port Advisors increased its Phillips 66 (PSX) stake by 1.1% in Q2 2026, buying an estimated $3.79K and bringing the position to 2,063 shares worth $349K. The position accounts for 0.07% of the portfolio, ranked #208.

Old Port Advisors first reported a position in PSX in Q1 2024 and has held it in 10 quarters since. The position peaked at $372K in Q1 2026. 2,102 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Old Port Advisors held 2,063 shares of Phillips 66 worth $349K as of Q2 2026.
  • Old Port Advisors bought 22 Phillips 66 shares in Q2 2026, an estimated $3.79K.
  • Phillips 66 made up 0.07% of Old Port Advisors's portfolio in Q2 2026, its #208 holding.
  • Old Port Advisors first reported a position in Phillips 66 in Q1 2024 and has held it in 10 quarters since.
  • Old Port Advisors's Phillips 66 position peaked at $372K in Q1 2026.
  • 2,102 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Old Port Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.