PCS
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Personal CFO Solutions’s Phillips 66 PSX Stock Holding History

Personal CFO Solutions’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 		$640K Buy
3,786
+39
+1% +$6.71K 0.09% 200
2026
Q1 		$683K Buy
+3,747
New +$587K 0.1% 192
2024
Q1 		– Sell
-1,559
Closed -$208K – 572
2023
Q4 		$208K Sell
1,559
-840
-35% -$100K 0.04% 484
2023
Q3 		$288K Sell
2,399
-3,582
-60% -$402K 0.06% 333
2023
Q2 		$570K Buy
5,981
+213
+4% +$20.7K 0.12% 178
2023
Q1 		$585K Buy
5,768
+420
+8% +$42.7K 0.12% 163
2022
Q4 		$557K Buy
5,348
+317
+6% +$32.4K 0.12% 172
2022
Q3 		$406K Buy
5,031
+335
+7% +$28.6K 0.1% 191
2022
Q2 		$385K Sell
4,696
-259
-5% -$24K 0.09% 204
2022
Q1 		$428K Buy
4,955
+387
+8% +$32.6K 0.08% 230
2021
Q4 		$331K Buy
+4,568
New +$345K 0.06% 296
2020
Q1 		– Sell
-2,453
Closed -$273K – 348
2019
Q4 		$273K Sell
2,453
-4,936
-67% -$555K 0.08% 235
2019
Q3 		$757K Buy
+7,389
New +$741K 0.3% 80

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

Personal CFO Solutions's PSX Position: Q2 2026 in Review

Personal CFO Solutions increased its Phillips 66 (PSX) stake by 1% in Q2 2026, buying an estimated $6.71K and bringing the position to 3,786 shares worth $640K. The position accounts for 0.09% of the portfolio, ranked #200.

Personal CFO Solutions first reported a position in PSX in Q3 2019 and has held it in 13 quarters since. The position peaked at $757K in Q3 2019. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Personal CFO Solutions held 3,786 shares of Phillips 66 worth $640K as of Q2 2026.
  • Personal CFO Solutions bought 39 Phillips 66 shares in Q2 2026, an estimated $6.71K.
  • Phillips 66 made up 0.09% of Personal CFO Solutions's portfolio in Q2 2026, its #200 holding.
  • Personal CFO Solutions first reported a position in Phillips 66 in Q3 2019 and has held it in 13 quarters since.
  • Personal CFO Solutions's Phillips 66 position peaked at $757K in Q3 2019.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.