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Pinnacle Family Advisors’s Phillips 66 PSX Stock Holding History

Pinnacle Family 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 		$305K Buy
1,802
+11
+0.6% +$1.89K 0.13% 116
2026
Q1 		$326K Sell
1,791
-131
-7% -$20.5K 0.15% 99
2025
Q4 		$248K Buy
1,922
+15
+0.8% +$2.02K 0.11% 123
2025
Q3 		$259K Buy
1,907
+215
+13% +$27.5K 0.11% 106
2025
Q2 		$202K Sell
1,692
-34
-2% -$3.81K 0.1% 121
2025
Q1 		$213K Buy
+1,726
New +$213K 0.12% 106
2024
Q4 		– Sell
-1,725
Closed -$227K – 122
2024
Q3 		$227K Sell
1,725
-74
-4% -$9.99K 0.12% 107
2024
Q2 		$254K Buy
1,799
+48
+3% +$7.11K 0.14% 97
2024
Q1 		$286K Buy
1,751
+11
+0.6% +$1.58K 0.15% 79
2023
Q4 		$232K Sell
1,740
-25
-1% -$2.99K 0.14% 87
2023
Q3 		$212K Buy
+1,765
New +$198K 0.12% 86
2023
Q2 		– Sell
-2,128
Closed -$216K – 115
2023
Q1 		$216K Sell
2,128
-169
-7% -$17.2K 0.13% 93
2022
Q4 		$239K Buy
+2,297
New +$235K 0.17% 83
2022
Q3 		– Sell
-2,472
Closed -$203K – 86
2022
Q2 		$203K Buy
+2,472
New +$229K 0.17% 85
2021
Q3 		– Sell
-2,402
Closed -$206K – 155
2021
Q2 		$206K Buy
+2,402
New +$203K 0.09% 128
2021
Q1 		– Sell
-3,627
Closed -$254K – 144
2020
Q4 		$254K Buy
+3,627
New +$213K 0.16% 103
2017
Q1 		– Sell
-3,225
Closed -$278K – 69
2016
Q4 		$278K Buy
+3,225
New +$268K 0.17% 57

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

Pinnacle Family Advisors's PSX Position: Q2 2026 in Review

Pinnacle Family Advisors increased its Phillips 66 (PSX) stake by 0.61% in Q2 2026, buying an estimated $1.89K and bringing the position to 1,802 shares worth $305K. The position accounts for 0.13% of the portfolio, ranked #116.

Pinnacle Family Advisors first reported a position in PSX in Q4 2016 and has held it in 17 quarters since. The position peaked at $326K in Q1 2026. 2,103 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Pinnacle Family Advisors held 1,802 shares of Phillips 66 worth $305K as of Q2 2026.
  • Pinnacle Family Advisors bought 11 Phillips 66 shares in Q2 2026, an estimated $1.89K.
  • Phillips 66 made up 0.13% of Pinnacle Family Advisors's portfolio in Q2 2026, its #116 holding.
  • Pinnacle Family Advisors first reported a position in Phillips 66 in Q4 2016 and has held it in 17 quarters since.
  • Pinnacle Family Advisors's Phillips 66 position peaked at $326K in Q1 2026.
  • 2,103 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

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