PFS Partners’s Phillips 66 PSX Stock Holding History

PFS Partners’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	$134K	Buy	792 +3	+0.4%	+$516	0.05%	122
2026 Q1	$144K	Buy	789 +4	+0.5%	+$627	0.07%	102
2025 Q4	$101K	Buy	785 +4	+0.5%	+$538	0.05%	123
2025 Q3	$106K	Buy	781 +155	+25%	+$19.9K	0.05%	112
2025 Q2	$74.7K	Buy	626 +5	+0.8%	+$560	0.04%	129
2025 Q1	$76.7K	Buy	621 +4	+0.6%	+$493	0.04%	117
2024 Q4	$70.3K	Buy	617 +4	+0.7%	+$509	0.04%	122
2024 Q3	$80.6K	Buy	613 +4	+0.7%	+$540	0.05%	107
2024 Q2	$86K	Buy	609 +3	+0.5%	+$444	0.05%	98
2024 Q1	$98.9K	Buy	606 +4	+0.7%	+$576	0.07%	89
2023 Q4	$80.2K	Buy	602 +600	+30,000%	+$71.7K	0.05%	103
2023 Q3	$262	Hold	2	–	–	﹤0.01%	447
2023 Q2	$206	Hold	2	–	–	﹤0.01%	470
2023 Q1	$216	Hold	2	–	–	﹤0.01%	379
2022 Q4	$220	Hold	2	–	–	﹤0.01%	367
2022 Q3	$169	Hold	2	–	–	﹤0.01%	355
2022 Q2	$170	Hold	2	–	–	﹤0.01%	349
2022 Q1	$177	Hold	2	–	–	﹤0.01%	342
2021 Q4	$147	Buy	+2	New	+$151	﹤0.01%	345

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PFS Partners's PSX Position: Q2 2026 in Review

PFS Partners increased its Phillips 66 (PSX) stake by 0.38% in Q2 2026, buying an estimated $516 and bringing the position to 792 shares worth $134K. The position accounts for 0.05% of the portfolio, ranked #122.

PFS Partners first reported a position in PSX in Q4 2021 and has held it in 19 quarters since. The position peaked at $144K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

PFS Partners held 792 shares of Phillips 66 worth $134K as of Q2 2026.
PFS Partners bought 3 Phillips 66 shares in Q2 2026, an estimated $516.
Phillips 66 made up 0.05% of PFS Partners's portfolio in Q2 2026, its #122 holding.
PFS Partners first reported a position in Phillips 66 in Q4 2021 and has held it in 19 quarters since.
PFS Partners's Phillips 66 position peaked at $144K in Q1 2026.
2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on PFS Partners's 13F filing for Q2 2026, filed 20 Jul 2026.