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Patton Albertson Miller Group’s Phillips 66 PSX Stock Holding History

Patton Albertson Miller Group’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
-1,102
Closed -$201K – 217
2026
Q1 		$201K Buy
+1,102
New +$173K 0.02% 210
2025
Q2 		– Sell
-1,698
Closed -$210K – 219
2025
Q1 		$210K Buy
+1,698
New +$209K 0.03% 203
2024
Q4 		– Sell
-1,728
Closed -$227K – 229
2024
Q3 		$227K Sell
1,728
-5
-0.3% -$675 0.03% 203
2024
Q2 		$245K Buy
1,733
+76
+5% +$11.2K 0.03% 187
2024
Q1 		$271K Sell
1,657
-205
-11% -$29.5K 0.04% 179
2023
Q4 		$248K Buy
1,862
+182
+11% +$21.8K 0.04% 187
2023
Q3 		$202K Buy
+1,680
New +$189K 0.04% 201
2018
Q4 		– Sell
-325
Closed -$31K – 231
2018
Q3 		$31K Buy
+325
New +$37.6K 0.02% 199
2014
Q4 		– Sell
-3,891
Closed -$320K – 153
2014
Q3 		$320K Sell
3,891
-810
-17% -$67.4K 0.17% 135
2014
Q2 		$383K Sell
4,701
-449
-9% -$37K 0.19% 127
2014
Q1 		$397K Sell
5,150
-334
-6% -$25.4K 0.21% 107
2013
Q4 		$423K Sell
5,484
-955
-15% -$63.7K 0.25% 94
2013
Q3 		$372K Sell
6,439
-187
-3% -$10.8K 0.22% 93
2013
Q2 		$390K Buy
+6,626
New +$416K 0.24% 87

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

Patton Albertson Miller Group's PSX Position: Q2 2026 in Review

Patton Albertson Miller Group sold out of Phillips 66 (PSX) in Q2 2026, closing a stake of 1,102 shares — an estimated $201K sold.

Patton Albertson Miller Group first reported a position in PSX in Q2 2013 and held it in 14 quarters. The position peaked at $423K in Q4 2013. 2,095 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Patton Albertson Miller Group reported no remaining Phillips 66 position as of Q2 2026 after selling out during the quarter.
  • Patton Albertson Miller Group sold 1,102 Phillips 66 shares in Q2 2026, an estimated $201K.
  • Patton Albertson Miller Group first reported a position in Phillips 66 in Q2 2013 and held it in 14 quarters.
  • Patton Albertson Miller Group's Phillips 66 position peaked at $423K in Q4 2013.
  • 2,095 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Patton Albertson Miller Group's 13F filing for Q2 2026, filed 22 Jul 2026.