PA
PSX icon

PFG Advisors’s Phillips 66 PSX Stock Holding History

PFG 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 		$243K Sell
1,439
-697
-33% -$120K 0.01% 724
2026
Q1 		$389K Buy
2,136
+301
+16% +$47.2K 0.02% 597
2025
Q4 		$237K Sell
1,835
-565
-24% -$76K 0.01% 719
2025
Q3 		$326K Sell
2,400
-402
-14% -$51.5K 0.01% 659
2025
Q2 		$334K Sell
2,802
-160
-5% -$17.9K 0.02% 499
2025
Q1 		$366K Buy
2,962
+586
+25% +$72.2K 0.02% 547
2024
Q4 		$271K Sell
2,376
-423
-15% -$53.8K 0.02% 609
2024
Q3 		$368K Sell
2,799
-682
-20% -$92.1K 0.02% 537
2024
Q2 		$491K Sell
3,481
-297
-8% -$44K 0.03% 426
2024
Q1 		$617K Buy
3,778
+177
+5% +$25.5K 0.05% 356
2023
Q4 		$479K Sell
3,601
-292
-8% -$34.9K 0.04% 368
2023
Q3 		$468K Sell
3,893
-888
-19% -$99.7K 0.04% 362
2023
Q2 		$456K Sell
4,781
-408
-8% -$39.7K 0.03% 412
2023
Q1 		$526K Sell
5,189
-38
-0.7% -$3.86K 0.04% 374
2022
Q4 		$544K Sell
5,227
-16
-0.3% -$1.64K 0.05% 340
2022
Q3 		$423K Buy
5,243
+1,560
+42% +$133K 0.05% 349
2022
Q2 		$302K Buy
3,683
+268
+8% +$24.8K 0.03% 316
2022
Q1 		$295K Sell
3,415
-755
-18% -$63.5K 0.03% 340
2021
Q4 		$302K Buy
+4,170
New +$315K 0.03% 443
2021
Q3 		– Sell
-2,898
Closed -$249K – 518
2021
Q2 		$249K Hold
2,898
– – 0.03% 434
2021
Q1 		$236K Buy
+2,898
New +$227K 0.03% 411

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

PFG Advisors's PSX Position: Q2 2026 in Review

PFG Advisors reduced its Phillips 66 (PSX) stake by 33% in Q2 2026, selling an estimated $120K and leaving 1,439 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #724.

PFG Advisors first reported a position in PSX in Q1 2021 and has held it in 21 quarters since. The position peaked at $617K in Q1 2024. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • PFG Advisors held 1,439 shares of Phillips 66 worth $243K as of Q2 2026.
  • PFG Advisors sold 697 Phillips 66 shares in Q2 2026, an estimated $120K.
  • Phillips 66 made up 0.01% of PFG Advisors's portfolio in Q2 2026, its #724 holding.
  • PFG Advisors first reported a position in Phillips 66 in Q1 2021 and has held it in 21 quarters since.
  • PFG Advisors's Phillips 66 position peaked at $617K in Q1 2024.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.