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Pure Financial Advisors’s Phillips 66 PSX Stock Holding History

Pure 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 		$401K Buy
2,371
+18
+0.8% +$3.1K 0.01% 424
2026
Q1 		$429K Buy
2,353
+28
+1% +$4.39K 0.01% 365
2025
Q4 		$300K Buy
2,325
+46
+2% +$6.19K ﹤0.01% 417
2025
Q3 		$310K Buy
2,279
+11
+0.5% +$1.41K ﹤0.01% 388
2025
Q2 		$271K Buy
2,268
+273
+14% +$30.6K ﹤0.01% 400
2025
Q1 		$246K Buy
1,995
+173
+9% +$21.3K 0.01% 343
2024
Q4 		$208K Buy
1,822
+17
+0.9% +$2.16K ﹤0.01% 336
2024
Q3 		$237K Buy
1,805
+279
+18% +$37.7K 0.01% 299
2024
Q2 		$215K Sell
1,526
-56
-4% -$8.29K 0.01% 298
2024
Q1 		$258K Buy
+1,582
New +$228K 0.01% 269

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

Pure Financial Advisors's PSX Position: Q2 2026 in Review

Pure Financial Advisors increased its Phillips 66 (PSX) stake by 0.76% in Q2 2026, buying an estimated $3.1K and bringing the position to 2,371 shares worth $401K. The position accounts for 0.01% of the portfolio, ranked #424.

Pure Financial Advisors first reported a position in PSX in Q1 2024 and has held it in 10 quarters since. The position peaked at $429K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Pure Financial Advisors held 2,371 shares of Phillips 66 worth $401K as of Q2 2026.
  • Pure Financial Advisors bought 18 Phillips 66 shares in Q2 2026, an estimated $3.1K.
  • Phillips 66 made up 0.01% of Pure Financial Advisors's portfolio in Q2 2026, its #424 holding.
  • Pure Financial Advisors first reported a position in Phillips 66 in Q1 2024 and has held it in 10 quarters since.
  • Pure Financial Advisors's Phillips 66 position peaked at $429K in Q1 2026.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.