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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Pinnacle Family Advisors's PSX Position: Q1 2026 in Review

Pinnacle Family Advisors reduced its Phillips 66 (PSX) stake by 6.8% in Q1 2026, selling an estimated $20.5K and leaving 1,791 shares worth $326K. The position accounts for 0.15% of the portfolio, ranked #99.

Pinnacle Family Advisors first reported a position in PSX in Q4 2016 and has held it in 16 quarters since. 2,119 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Pinnacle Family Advisors held 1,791 shares of Phillips 66 worth $326K as of Q1 2026.
  • Pinnacle Family Advisors sold 131 Phillips 66 shares in Q1 2026, an estimated $20.5K.
  • Phillips 66 made up 0.15% of Pinnacle Family Advisors's portfolio in Q1 2026, its #99 holding.
  • Pinnacle Family Advisors first reported a position in Phillips 66 in Q4 2016 and has held it in 16 quarters since.
  • 2,119 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Pinnacle Family Advisors's 13F filing for Q1 2026, filed 15 May 2026.