Signature Estate & Investment Advisors’s Phillips 66 PSX Stock Holding History

Signature Estate & Investment 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	$937K	Buy	5,536 +124	+2%	+$21.3K	0.02%	279
2026 Q1	$986K	Buy	5,412 +3,604	+199%	+$565K	0.02%	273
2025 Q4	$233K	Sell	1,808 -21	-1%	-$2.83K	﹤0.01%	558
2025 Q3	$249K	Sell	1,829 -38	-2%	-$4.87K	0.01%	538
2025 Q2	$223K	Buy	1,867 +99	+6%	+$11.1K	0.01%	531
2025 Q1	$218K	Sell	1,768 -240	-12%	-$29.6K	0.01%	510
2024 Q4	$229K	Buy	2,008 +116	+6%	+$14.8K	0.01%	479
2024 Q3	$249K	Buy	1,892 +126	+7%	+$17K	0.01%	447
2024 Q2	$249K	Buy	+1,766	New	+$261K	0.01%	438

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

Signature Estate & Investment Advisors's PSX Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its Phillips 66 (PSX) stake by 2.3% in Q2 2026, buying an estimated $21.3K and bringing the position to 5,536 shares worth $937K. The position accounts for 0.02% of the portfolio, ranked #279.

Signature Estate & Investment Advisors first reported a position in PSX in Q2 2024 and has held it in 9 quarters since. The position peaked at $986K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Signature Estate & Investment Advisors held 5,536 shares of Phillips 66 worth $937K as of Q2 2026.
Signature Estate & Investment Advisors bought 124 Phillips 66 shares in Q2 2026, an estimated $21.3K.
Phillips 66 made up 0.02% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #279 holding.
Signature Estate & Investment Advisors first reported a position in Phillips 66 in Q2 2024 and has held it in 9 quarters since.
Signature Estate & Investment Advisors's Phillips 66 position peaked at $986K in Q1 2026.
2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.