OFS
PSX icon

OneAscent Financial Services’s Phillips 66 PSX Stock Holding History

OneAscent 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 		$541K Buy
3,202
+26
+0.8% +$4.48K 0.03% 358
2026
Q1 		$579K Buy
+3,176
New +$498K 0.03% 312
2025
Q4 		– Sell
-2,805
Closed -$382K – 526
2025
Q3 		$382K Sell
2,805
-237
-8% -$30.4K 0.03% 340
2025
Q2 		$373K Sell
3,042
-2,792
-48% -$313K 0.03% 369
2025
Q1 		$726K Buy
5,834
+3,098
+113% +$382K 0.05% 257
2024
Q4 		$312K Buy
2,736
+9
+0.3% +$1.15K 0.03% 353
2024
Q3 		$359K Buy
+2,727
New +$368K 0.26% 103
2024
Q2 		– Sell
-4,842
Closed -$791K – 346
2024
Q1 		$791K Sell
4,842
-939
-16% -$135K 0.09% 149
2023
Q4 		$770K Buy
5,781
+2,584
+81% +$309K 0.1% 136
2023
Q3 		$384K Buy
+3,197
New +$359K 0.1% 147
2023
Q2 		– Sell
-2,864
Closed -$290K – 190
2023
Q1 		$290K Sell
2,864
-552
-16% -$56.1K 0.12% 115
2022
Q4 		$356K Sell
3,416
-459
-12% -$47K 0.15% 85
2022
Q3 		$313K Sell
3,875
-728
-16% -$62K 0.12% 114
2022
Q2 		$377K Buy
+4,603
New +$426K 0.17% 113
2020
Q1 		– Sell
-5,730
Closed -$638K – 184
2019
Q4 		$638K Buy
+5,730
New +$644K 0.35% 35
2019
Q3 		– Sell
-6,119
Closed -$572K – 146
2019
Q2 		$572K Buy
+6,119
New +$549K 0.39% 42

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

OneAscent Financial Services's PSX Position: Q2 2026 in Review

OneAscent Financial Services increased its Phillips 66 (PSX) stake by 0.82% in Q2 2026, buying an estimated $4.48K and bringing the position to 3,202 shares worth $541K. The position accounts for 0.03% of the portfolio, ranked #358.

OneAscent Financial Services first reported a position in PSX in Q2 2019 and has held it in 16 quarters since. The position peaked at $791K in Q1 2024. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • OneAscent Financial Services held 3,202 shares of Phillips 66 worth $541K as of Q2 2026.
  • OneAscent Financial Services bought 26 Phillips 66 shares in Q2 2026, an estimated $4.48K.
  • Phillips 66 made up 0.03% of OneAscent Financial Services's portfolio in Q2 2026, its #358 holding.
  • OneAscent Financial Services first reported a position in Phillips 66 in Q2 2019 and has held it in 16 quarters since.
  • OneAscent Financial Services's Phillips 66 position peaked at $791K in Q1 2024.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

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