Operose Advisors’s Phillips 66 PSX Stock Holding History

Operose 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	$59.2K	Buy	350 +4	+1%	+$689	0.01%	297
2026 Q1	$63K	Hold	346	–	–	0.01%	258
2025 Q4	$44.6K	Hold	346	–	–	0.01%	292
2025 Q3	$47.1K	Hold	346	–	–	0.01%	265
2025 Q2	$41.3K	Buy	346 +250	+260%	+$28K	0.01%	240
2025 Q1	$11.9K	Hold	96	–	–	﹤0.01%	308
2024 Q4	$10.9K	Sell	96 -80	-45%	-$10.2K	﹤0.01%	299
2024 Q3	$23.1K	Hold	176	–	–	0.01%	376
2024 Q2	$24.8K	Hold	176	–	–	0.01%	326
2024 Q1	$28.7K	Hold	176	–	–	0.01%	325
2023 Q4	$23.4K	Hold	176	–	–	0.01%	337
2023 Q3	$21.1K	Buy	176 +80	+83%	+$8.98K	0.01%	473
2023 Q2	$9.16K	Hold	96	–	–	﹤0.01%	282
2023 Q1	$9.73K	Hold	96	–	–	﹤0.01%	268
2022 Q4	$9.99K	Hold	96	–	–	0.01%	279
2022 Q3	$8K	Hold	96	–	–	0.01%	284
2022 Q2	$8K	Hold	96	–	–	0.01%	252
2022 Q1	$8K	Hold	96	–	–	0.01%	276
2021 Q4	$7K	Buy	+96	New	+$7.26K	0.01%	270

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

Operose Advisors's PSX Position: Q2 2026 in Review

Operose Advisors increased its Phillips 66 (PSX) stake by 1.2% in Q2 2026, buying an estimated $689 and bringing the position to 350 shares worth $59.2K. The position accounts for 0.01% of the portfolio, ranked #297.

Operose Advisors first reported a position in PSX in Q4 2021 and has held it in 19 quarters since. The position peaked at $63K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Operose Advisors held 350 shares of Phillips 66 worth $59.2K as of Q2 2026.
Operose Advisors bought 4 Phillips 66 shares in Q2 2026, an estimated $689.
Phillips 66 made up 0.01% of Operose Advisors's portfolio in Q2 2026, its #297 holding.
Operose Advisors first reported a position in Phillips 66 in Q4 2021 and has held it in 19 quarters since.
Operose Advisors's Phillips 66 position peaked at $63K in Q1 2026.
2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.