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Plante Moran Financial Advisors’s Phillips 66 PSX Stock Holding History

Plante Moran Financial 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 		$24K Sell
142
-299
-68% -$51.5K ﹤0.01% 450
2026
Q1 		$80.3K Sell
441
-349
-44% -$54.7K 0.01% 257
2025
Q4 		$102K Buy
790
+154
+24% +$20.7K 0.01% 227
2025
Q3 		$86.5K Hold
636
– – 0.01% 265
2025
Q2 		$75.9K Sell
636
-8
-1% -$896 0.01% 279
2025
Q1 		$79.5K Hold
644
– – 0.01% 276
2024
Q4 		$73.4K Hold
644
– – 0.01% 300
2024
Q3 		$84.7K Hold
644
– – 0.01% 305
2024
Q2 		$90.9K Sell
644
-13
-2% -$1.92K 0.01% 259
2024
Q1 		$107K Sell
657
-26
-4% -$3.75K 0.01% 239
2023
Q4 		$90.9K Buy
683
+39
+6% +$4.66K 0.01% 256
2023
Q3 		$77.4K Sell
644
-81
-11% -$9.09K 0.01% 251
2023
Q2 		$69.2K Buy
725
+125
+21% +$12.2K 0.01% 262
2023
Q1 		$60.8K Sell
600
-272
-31% -$27.7K 0.01% 268
2022
Q4 		$90.8K Sell
872
-6
-0.7% -$614 0.01% 241
2022
Q3 		$71K Sell
878
-53
-6% -$4.52K 0.01% 254
2022
Q2 		$76K Buy
931
+82
+10% +$7.59K 0.01% 252
2022
Q1 		$73K Buy
849
+226
+36% +$19K 0.01% 276
2021
Q4 		$45K Buy
623
+74
+13% +$5.59K 0.01% 388
2021
Q3 		$38K Sell
549
-142
-21% -$10.3K 0.01% 432
2021
Q2 		$59K Buy
691
+117
+20% +$9.88K 0.01% 334
2021
Q1 		$47K Sell
574
-80
-12% -$6.28K 0.01% 380
2020
Q4 		$46K Buy
654
+20
+3% +$1.17K 0.01% 371
2020
Q3 		$33K Hold
634
– – 0.01% 393
2020
Q2 		$46K Buy
634
+400
+171% +$28.3K 0.02% 306
2020
Q1 		$13K Sell
234
-250
-52% -$20.3K 0.01% 464
2019
Q4 		$54K Sell
484
-501
-51% -$56.3K 0.02% 314
2019
Q3 		$101K Sell
985
-402
-29% -$40.3K 0.03% 238
2019
Q2 		$130K Sell
1,387
-407
-23% -$36.5K 0.04% 197
2019
Q1 		$171K Buy
1,794
+413
+30% +$39.3K 0.05% 169
2018
Q4 		$119K Sell
1,381
-1,038
-43% -$101K 0.04% 192
2018
Q3 		$273K Sell
2,419
-43
-2% -$4.97K 0.09% 123
2018
Q2 		$277K Sell
2,462
-91
-4% -$10.2K 0.14% 123
2018
Q1 		$245K Buy
2,553
+1,017
+66% +$99K 0.13% 123
2017
Q4 		$155K Sell
1,536
-148
-9% -$14.1K 0.09% 165
2017
Q3 		$154K Hold
1,684
– – 0.09% 156
2017
Q2 		$139K Sell
1,684
-195
-10% -$15.3K 0.09% 159
2017
Q1 		$149K Buy
1,879
+161
+9% +$13K 0.09% 159
2016
Q4 		$148K Buy
1,718
+797
+87% +$66.3K 0.09% 163
2016
Q3 		$74K Sell
921
-99
-10% -$7.7K 0.05% 254
2016
Q2 		$81K Sell
1,020
-412
-29% -$33.6K 0.06% 216
2016
Q1 		$124K Buy
1,432
+285
+25% +$23.2K 0.1% 150
2015
Q4 		$94K Sell
1,147
-95
-8% -$8.2K 0.07% 196
2015
Q3 		$95K Sell
1,242
-353
-22% -$28.1K 0.07% 182
2015
Q2 		$128K Buy
1,595
+545
+52% +$43.3K 0.09% 162
2015
Q1 		$83K Sell
1,050
-61
-5% -$4.48K 0.06% 210
2014
Q4 		$80K Sell
1,111
-50
-4% -$3.69K 0.06% 212
2014
Q3 		$94K Sell
1,161
-184
-14% -$15.3K 0.08% 172
2014
Q2 		$108K Buy
1,345
+587
+77% +$48.4K 0.1% 139
2014
Q1 		$58K Buy
758
+116
+18% +$8.83K 0.06% 158
2013
Q4 		$50K Hold
642
– – 0.03% 237
2013
Q3 		$37K Sell
642
-209
-25% -$12.1K 0.02% 221
2013
Q2 		$50K Buy
+851
New +$53.5K 0.04% 168

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

Plante Moran Financial Advisors's PSX Position: Q2 2026 in Review

Plante Moran Financial Advisors reduced its Phillips 66 (PSX) stake by 68% in Q2 2026, selling an estimated $51.5K and leaving 142 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #450.

Plante Moran Financial Advisors first reported a position in PSX in Q2 2013 and has held it in 53 quarters since. The position peaked at $277K in Q2 2018. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Plante Moran Financial Advisors held 142 shares of Phillips 66 worth $24K as of Q2 2026.
  • Plante Moran Financial Advisors sold 299 Phillips 66 shares in Q2 2026, an estimated $51.5K.
  • Phillips 66 made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #450 holding.
  • Plante Moran Financial Advisors first reported a position in Phillips 66 in Q2 2013 and has held it in 53 quarters since.
  • Plante Moran Financial Advisors's Phillips 66 position peaked at $277K in Q2 2018.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.