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Scarborough Advisors’s Phillips 66 PSX Stock Holding History

Scarborough 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 		$203K Buy
1,132
+4
+0.4% +$689 0.02% 146
2026
Q1 		$205K Buy
+1,128
New +$177K 0.02% 140
2024
Q4 		– Sell
-1,567
Closed -$206K – 118
2024
Q3 		$206K Buy
+1,567
New +$212K 0.03% 85
2024
Q1 		– Sell
-1,310
Closed -$174K – 638
2023
Q4 		$174K Buy
+1,310
New +$157K 0.04% 79

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

Scarborough Advisors's PSX Position: Q2 2026 in Review

Scarborough Advisors increased its Phillips 66 (PSX) stake by 0.35% in Q2 2026, buying an estimated $689 and bringing the position to 1,132 shares worth $203K. The position accounts for 0.02% of the portfolio, ranked #146.

Scarborough Advisors first reported a position in PSX in Q4 2023 and has held it in 4 quarters since. The position peaked at $206K in Q3 2024. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Scarborough Advisors held 1,132 shares of Phillips 66 worth $203K as of Q2 2026.
  • Scarborough Advisors bought 4 Phillips 66 shares in Q2 2026, an estimated $689.
  • Phillips 66 made up 0.02% of Scarborough Advisors's portfolio in Q2 2026, its #146 holding.
  • Scarborough Advisors first reported a position in Phillips 66 in Q4 2023 and has held it in 4 quarters since.
  • Scarborough Advisors's Phillips 66 position peaked at $206K in Q3 2024.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.