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Resonant Capital Advisors’s Phillips 66 PSX Stock Holding History

Resonant Capital 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 		$261K Buy
1,546
+45
+3% +$7.75K 0.01% 438
2026
Q1 		$273K Buy
+1,501
New +$235K 0.01% 410
2020
Q1 		– Sell
-2,954
Closed -$329K – 207
2019
Q4 		$329K Buy
+2,954
New +$332K 0.1% 169

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

Resonant Capital Advisors's PSX Position: Q2 2026 in Review

Resonant Capital Advisors increased its Phillips 66 (PSX) stake by 3% in Q2 2026, buying an estimated $7.75K and bringing the position to 1,546 shares worth $261K. The position accounts for 0.01% of the portfolio, ranked #438.

Resonant Capital Advisors first reported a position in PSX in Q4 2019 and has held it in 3 quarters since. The position peaked at $329K in Q4 2019. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Resonant Capital Advisors held 1,546 shares of Phillips 66 worth $261K as of Q2 2026.
  • Resonant Capital Advisors bought 45 Phillips 66 shares in Q2 2026, an estimated $7.75K.
  • Phillips 66 made up 0.01% of Resonant Capital Advisors's portfolio in Q2 2026, its #438 holding.
  • Resonant Capital Advisors first reported a position in Phillips 66 in Q4 2019 and has held it in 3 quarters since.
  • Resonant Capital Advisors's Phillips 66 position peaked at $329K in Q4 2019.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.