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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Savvy Advisors Inc's PSX Position: Q1 2026 in Review

Savvy Advisors Inc reduced its Phillips 66 (PSX) stake by 15% in Q1 2026, selling an estimated $214K and leaving 7,468 shares worth $1.36M. The position accounts for 0.04% of the portfolio, ranked #358.

Savvy Advisors Inc first reported a position in PSX in Q4 2023 and has held it in 10 quarters since. 2,118 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Savvy Advisors Inc held 7,468 shares of Phillips 66 worth $1.36M as of Q1 2026.
  • Savvy Advisors Inc sold 1,363 Phillips 66 shares in Q1 2026, an estimated $214K.
  • Phillips 66 made up 0.04% of Savvy Advisors Inc's portfolio in Q1 2026, its #358 holding.
  • Savvy Advisors Inc first reported a position in Phillips 66 in Q4 2023 and has held it in 10 quarters since.
  • 2,118 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.