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Pacific Center for Financial Services’s Phillips 66 PSX Stock Holding History

Pacific Center for 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 		– Sell
-8
Closed -$1.46K – 514
2026
Q1 		$1.46K Sell
8
-225
-97% -$35.3K ﹤0.01% 447
2025
Q4 		$31.7K Hold
233
– – 0.01% 229
2025
Q3 		$31.7K Hold
233
– – 0.01% 229
2025
Q2 		$27.8K Hold
233
– – 0.01% 230
2025
Q1 		$28.8K Hold
233
– – 0.01% 221
2024
Q4 		$26.5K Buy
+233
New +$29.6K 0.01% 234
2018
Q1 		– Sell
-100
Closed -$10K – 313
2017
Q4 		$10K Buy
+100
New +$9.51K 0.01% 207

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

Pacific Center for Financial Services's PSX Position: Q2 2026 in Review

Pacific Center for Financial Services sold out of Phillips 66 (PSX) in Q2 2026, closing a stake of 8 shares — an estimated $1.46K sold.

Pacific Center for Financial Services first reported a position in PSX in Q4 2017 and held it in 7 quarters. The position peaked at $31.7K in Q4 2025. 2,095 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Pacific Center for Financial Services reported no remaining Phillips 66 position as of Q2 2026 after selling out during the quarter.
  • Pacific Center for Financial Services sold 8 Phillips 66 shares in Q2 2026, an estimated $1.46K.
  • Pacific Center for Financial Services first reported a position in Phillips 66 in Q4 2017 and held it in 7 quarters.
  • Pacific Center for Financial Services's Phillips 66 position peaked at $31.7K in Q4 2025.
  • 2,095 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Pacific Center for Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.