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Safeguard Investment Advisory Group’s Phillips 66 PSX Stock Holding History

Safeguard Investment 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 		$201K Buy
1,191
+8
+0.7% +$1.38K 0.05% 172
2026
Q1 		$216K Buy
+1,183
New +$185K 0.06% 129
2021
Q1 		– Sell
-544
Closed -$38K – 543
2020
Q4 		$38K Buy
+544
New +$31.9K 0.03% 229

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

Safeguard Investment Advisory Group's PSX Position: Q2 2026 in Review

Safeguard Investment Advisory Group increased its Phillips 66 (PSX) stake by 0.68% in Q2 2026, buying an estimated $1.38K and bringing the position to 1,191 shares worth $201K. The position accounts for 0.05% of the portfolio, ranked #172.

Safeguard Investment Advisory Group first reported a position in PSX in Q4 2020 and has held it in 3 quarters since. The position peaked at $216K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Safeguard Investment Advisory Group held 1,191 shares of Phillips 66 worth $201K as of Q2 2026.
  • Safeguard Investment Advisory Group bought 8 Phillips 66 shares in Q2 2026, an estimated $1.38K.
  • Phillips 66 made up 0.05% of Safeguard Investment Advisory Group's portfolio in Q2 2026, its #172 holding.
  • Safeguard Investment Advisory Group first reported a position in Phillips 66 in Q4 2020 and has held it in 3 quarters since.
  • Safeguard Investment Advisory Group's Phillips 66 position peaked at $216K in Q1 2026.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.