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Signal Advisors Wealth’s Phillips 66 PSX Stock Holding History

Signal Advisors Wealth’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 		$467K Buy
2,764
+1,243
+82% +$214K 0.02% 433
2026
Q1 		$277K Buy
+1,521
New +$238K 0.02% 492
2025
Q3 		– Sell
-2,120
Closed -$253K – 522
2025
Q2 		$253K Buy
+2,120
New +$238K 0.02% 408

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

Signal Advisors Wealth's PSX Position: Q2 2026 in Review

Signal Advisors Wealth increased its Phillips 66 (PSX) stake by 82% in Q2 2026, buying an estimated $214K and bringing the position to 2,764 shares worth $467K. The position accounts for 0.02% of the portfolio, ranked #433.

Signal Advisors Wealth first reported a position in PSX in Q2 2025 and has held it in 3 quarters since. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Signal Advisors Wealth held 2,764 shares of Phillips 66 worth $467K as of Q2 2026.
  • Signal Advisors Wealth bought 1,243 Phillips 66 shares in Q2 2026, an estimated $214K.
  • Phillips 66 made up 0.02% of Signal Advisors Wealth's portfolio in Q2 2026, its #433 holding.
  • Signal Advisors Wealth first reported a position in Phillips 66 in Q2 2025 and has held it in 3 quarters since.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Signal Advisors Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.