Savvy Advisors Inc’s Phillips 66 PSX Stock Holding History

Savvy Advisors Inc’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	$1.28M	Buy	7,593 +125	+2%	+$21.5K	0.03%	447
2026 Q1	$1.36M	Sell	7,468 -1,363	-15%	-$214K	0.04%	358
2025 Q4	$1.14M	Buy	8,831 +2,599	+42%	+$350K	0.04%	338
2025 Q3	$848K	Buy	6,232 +1,634	+36%	+$209K	0.04%	302
2025 Q2	$549K	Buy	4,598 +925	+25%	+$104K	0.04%	334
2025 Q1	$454K	Buy	3,673 +10	+0.3%	+$1.23K	0.05%	303
2024 Q4	$417K	Buy	3,663 +649	+22%	+$82.6K	0.05%	273
2024 Q3	$396K	Sell	3,014 -998	-25%	-$135K	0.08%	212
2024 Q2	$566K	Buy	4,012 +1,377	+52%	+$204K	0.18%	126
2024 Q1	$430K	Buy	2,635 +17	+0.6%	+$2.45K	0.25%	109
2023 Q4	$349K	Buy	+2,618	New	+$313K	0.34%	91

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Savvy Advisors Inc's PSX Position: Q2 2026 in Review

Savvy Advisors Inc increased its Phillips 66 (PSX) stake by 1.7% in Q2 2026, buying an estimated $21.5K and bringing the position to 7,593 shares worth $1.28M. The position accounts for 0.03% of the portfolio, ranked #447.

Savvy Advisors Inc first reported a position in PSX in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.36M in Q1 2026. 2,107 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Savvy Advisors Inc held 7,593 shares of Phillips 66 worth $1.28M as of Q2 2026.
Savvy Advisors Inc bought 125 Phillips 66 shares in Q2 2026, an estimated $21.5K.
Phillips 66 made up 0.03% of Savvy Advisors Inc's portfolio in Q2 2026, its #447 holding.
Savvy Advisors Inc first reported a position in Phillips 66 in Q4 2023 and has held it in 11 quarters since.
Savvy Advisors Inc's Phillips 66 position peaked at $1.36M in Q1 2026.
2,107 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.