PAG
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Powers Advisory Group’s Phillips 66 PSX Stock Holding History

Powers Advisory Group’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 		$275K Sell
1,625
-249
-13% -$42.9K 0.09% 111
2026
Q1 		$341K Buy
1,874
+1
+0.1% +$157 0.12% 98
2025
Q4 		$242K Buy
1,873
+1
+0.1% +$135 0.09% 113
2025
Q3 		$255K Sell
1,872
-224
-11% -$28.7K 0.1% 110
2025
Q2 		$250K Sell
2,096
-384
-15% -$43K 0.11% 100
2025
Q1 		$306K Sell
2,480
-199
-7% -$24.5K 0.15% 87
2024
Q4 		$305K Sell
2,679
-349
-12% -$44.4K 0.15% 80
2024
Q3 		$398K Sell
3,028
-115
-4% -$15.5K 0.2% 70
2024
Q2 		$444K Sell
3,143
-200
-6% -$29.6K 0.24% 64
2024
Q1 		$546K Hold
3,343
– – 0.31% 51
2023
Q4 		$445K Hold
3,343
– – 0.27% 60
2023
Q3 		$402K Hold
3,343
– – 0.27% 62
2023
Q2 		$319K Sell
3,343
-493
-13% -$47.9K 0.21% 73
2023
Q1 		$389K Hold
3,836
– – 0.27% 66
2022
Q4 		$399K Hold
3,836
– – 0.29% 66
2022
Q3 		$310K Buy
+3,836
New +$327K 0.25% 72

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

Powers Advisory Group's PSX Position: Q2 2026 in Review

Powers Advisory Group reduced its Phillips 66 (PSX) stake by 13% in Q2 2026, selling an estimated $42.9K and leaving 1,625 shares worth $275K. The position accounts for 0.09% of the portfolio, ranked #111.

Powers Advisory Group first reported a position in PSX in Q3 2022 and has held it in 16 quarters since. The position peaked at $546K in Q1 2024. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Powers Advisory Group held 1,625 shares of Phillips 66 worth $275K as of Q2 2026.
  • Powers Advisory Group sold 249 Phillips 66 shares in Q2 2026, an estimated $42.9K.
  • Phillips 66 made up 0.09% of Powers Advisory Group's portfolio in Q2 2026, its #111 holding.
  • Powers Advisory Group first reported a position in Phillips 66 in Q3 2022 and has held it in 16 quarters since.
  • Powers Advisory Group's Phillips 66 position peaked at $546K in Q1 2024.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Powers Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.