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Philadelphia Investment Partners’s Phillips 66 PSX Stock Holding History

Philadelphia Investment 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 		$535K Hold
2,299
– – 0.33% 54
2026
Q1 		$419K Buy
+2,299
New +$360K 0.28% 61

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Vanguard Portfolio Management
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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

Philadelphia Investment Partners's PSX Position: Q2 2026 in Review

Philadelphia Investment Partners held its Phillips 66 (PSX) position steady in Q2 2026 at 2,299 shares worth $535K. The position accounts for 0.33% of the portfolio, ranked #54.

Philadelphia Investment Partners first reported a position in PSX in Q1 2026 and has held it in 2 quarters since. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Philadelphia Investment Partners held 2,299 shares of Phillips 66 worth $535K as of Q2 2026.
  • Philadelphia Investment Partners left its Phillips 66 share count unchanged in Q2 2026.
  • Phillips 66 made up 0.33% of Philadelphia Investment Partners's portfolio in Q2 2026, its #54 holding.
  • Philadelphia Investment Partners first reported a position in Phillips 66 in Q1 2026 and has held it in 2 quarters since.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

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