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Perennial Investment Advisors’s Phillips 66 PSX Stock Holding History

Perennial Investment 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 		$296K Buy
1,753
+30
+2% +$5.16K 0.02% 441
2026
Q1 		$314K Buy
1,723
+24
+1% +$3.76K 0.03% 380
2025
Q4 		$219K Buy
1,699
+53
+3% +$7.13K 0.02% 450
2025
Q3 		$224K Sell
1,646
-105
-6% -$13.5K 0.02% 442
2025
Q2 		$209K Buy
1,751
+2
+0.1% +$224 0.02% 441
2025
Q1 		$216K Buy
+1,749
New +$216K 0.02% 390
2024
Q4 		– Sell
-1,720
Closed -$226K – 435
2024
Q3 		$226K Sell
1,720
-35
-2% -$4.73K 0.03% 340
2024
Q2 		$248K Sell
1,755
-447
-20% -$66.2K 0.04% 309
2024
Q1 		$360K Buy
2,202
+95
+5% +$13.7K 0.05% 227
2023
Q4 		$280K Sell
2,107
-155
-7% -$18.5K 0.05% 255
2023
Q3 		$272K Sell
2,262
-505
-18% -$56.7K 0.05% 252
2023
Q2 		$264K Buy
2,767
+385
+16% +$37.4K 0.05% 273
2023
Q1 		$242K Buy
2,382
+165
+7% +$16.8K 0.04% 272
2022
Q4 		$231K Buy
+2,217
New +$227K 0.09% 180

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 $3.38T AUM 44.17% 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

Perennial Investment Advisors's PSX Position: Q2 2026 in Review

Perennial Investment Advisors increased its Phillips 66 (PSX) stake by 1.7% in Q2 2026, buying an estimated $5.16K and bringing the position to 1,753 shares worth $296K. The position accounts for 0.02% of the portfolio, ranked #441.

Perennial Investment Advisors first reported a position in PSX in Q4 2022 and has held it in 14 quarters since. The position peaked at $360K in Q1 2024. 2,107 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Perennial Investment Advisors held 1,753 shares of Phillips 66 worth $296K as of Q2 2026.
  • Perennial Investment Advisors bought 30 Phillips 66 shares in Q2 2026, an estimated $5.16K.
  • Phillips 66 made up 0.02% of Perennial Investment Advisors's portfolio in Q2 2026, its #441 holding.
  • Perennial Investment Advisors first reported a position in Phillips 66 in Q4 2022 and has held it in 14 quarters since.
  • Perennial Investment Advisors's Phillips 66 position peaked at $360K in Q1 2024.
  • 2,107 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.