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Princeton Global Asset Management’s Phillips 66 PSX Stock Holding History

Princeton Global Asset Management’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 		$731K Buy
4,326
+645
+18% +$111K 0.1% 119
2026
Q1 		$671K Buy
3,681
+3
+0.1% +$470 0.11% 112
2025
Q4 		$475K Sell
3,678
-96
-3% -$12.9K 0.08% 136
2025
Q3 		$513K Sell
3,774
-157
-4% -$20.1K 0.09% 129
2025
Q2 		$469K Buy
3,931
+54
+1% +$6.05K 0.09% 125
2025
Q1 		$479K Buy
3,877
+4
+0.1% +$493 0.1% 125
2024
Q4 		$441K Buy
3,873
+4
+0.1% +$509 0.08% 137
2024
Q3 		$509K Buy
3,869
+3
+0.1% +$405 0.1% 126
2024
Q2 		$546K Sell
3,866
-172
-4% -$25.5K 0.12% 105
2024
Q1 		$660K Buy
4,038
+2
+0% +$288 0.16% 96
2023
Q4 		$537K Buy
4,036
+4
+0.1% +$478 0.14% 103
2023
Q3 		$484K Sell
4,032
-247
-6% -$27.7K 0.14% 105
2023
Q2 		$408K Buy
4,279
+4
+0.1% +$389 0.12% 110
2023
Q1 		$433K Buy
4,275
+4,130
+2,848% +$420K 0.12% 113
2022
Q4 		$15K Buy
145
+1
+0.7% +$102 ﹤0.01% 361
2022
Q3 		$12K Buy
144
+1
+0.7% +$85 ﹤0.01% 379
2022
Q2 		$12K Hold
143
– – ﹤0.01% 390
2022
Q1 		$12K Hold
143
– – ﹤0.01% 425
2021
Q4 		$10K Hold
143
– – ﹤0.01% 408
2021
Q3 		$10K Hold
143
– – ﹤0.01% 407
2021
Q2 		$12K Hold
143
– – ﹤0.01% 392
2021
Q1 		$12K Hold
143
– – ﹤0.01% 366
2020
Q4 		$10K Buy
143
+93
+186% +$5.46K ﹤0.01% 389
2020
Q3 		$3K Hold
50
– – ﹤0.01% 406
2020
Q2 		$3K Hold
50
– – ﹤0.01% 474
2020
Q1 		$3K Sell
50
-358
-88% -$29.1K ﹤0.01% 451
2019
Q4 		$45 Buy
+408
New +$45.8K 0.02% 251
2019
Q2 		– Sell
-600
Closed -$57K – 408
2019
Q1 		$57K Buy
+600
New +$57K 0.04% 183

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

Princeton Global Asset Management's PSX Position: Q2 2026 in Review

Princeton Global Asset Management increased its Phillips 66 (PSX) stake by 18% in Q2 2026, buying an estimated $111K and bringing the position to 4,326 shares worth $731K. The position accounts for 0.1% of the portfolio, ranked #119.

Princeton Global Asset Management first reported a position in PSX in Q1 2019 and has held it in 28 quarters since. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Princeton Global Asset Management held 4,326 shares of Phillips 66 worth $731K as of Q2 2026.
  • Princeton Global Asset Management bought 645 Phillips 66 shares in Q2 2026, an estimated $111K.
  • Phillips 66 made up 0.1% of Princeton Global Asset Management's portfolio in Q2 2026, its #119 holding.
  • Princeton Global Asset Management first reported a position in Phillips 66 in Q1 2019 and has held it in 28 quarters since.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.