Secure Asset Management’s Phillips 66 PSX Stock Holding History

Secure Asset Management’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	$234K	Sell	1,384 -23	-2%	-$3.96K	0.03%	293
2026 Q1	$256K	Buy	+1,407	New	+$220K	0.04%	269
2025 Q1	–	Sell	-2,082	Closed	-$237K	–	354
2024 Q4	$237K	Buy	2,082 +10	+0.5%	+$1.27K	0.04%	290
2024 Q3	$272K	Buy	2,072 +55	+3%	+$7.43K	0.05%	259
2024 Q2	$285K	Buy	2,017 +501	+33%	+$74.2K	0.05%	236
2024 Q1	$248K	Buy	1,516 +9	+0.6%	+$1.3K	0.06%	204
2023 Q4	$201K	Buy	+1,507	New	+$180K	0.05%	226

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 $3.37T AUM 44.26% 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

Secure Asset Management's PSX Position: Q2 2026 in Review

Secure Asset Management reduced its Phillips 66 (PSX) stake by 1.6% in Q2 2026, selling an estimated $3.96K and leaving 1,384 shares worth $234K. The position accounts for 0.03% of the portfolio, ranked #293.

Secure Asset Management first reported a position in PSX in Q4 2023 and has held it in 7 quarters since. The position peaked at $285K in Q2 2024. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Secure Asset Management held 1,384 shares of Phillips 66 worth $234K as of Q2 2026.
Secure Asset Management sold 23 Phillips 66 shares in Q2 2026, an estimated $3.96K.
Phillips 66 made up 0.03% of Secure Asset Management's portfolio in Q2 2026, its #293 holding.
Secure Asset Management first reported a position in Phillips 66 in Q4 2023 and has held it in 7 quarters since.
Secure Asset Management's Phillips 66 position peaked at $285K in Q2 2024.
2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.