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Silver Oak Securities’s Phillips 66 PSX Stock Holding History

Silver Oak Securities’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 		$313K Buy
1,850
+67
+4% +$11.5K 0.02% 625
2026
Q1 		$325K Sell
1,783
-88
-5% -$13.8K 0.02% 575
2025
Q4 		$242K Sell
1,871
-97
-5% -$13.1K 0.02% 702
2025
Q3 		$268K Buy
1,968
+248
+14% +$31.8K 0.02% 616
2025
Q2 		$205K Sell
1,720
-674
-28% -$75.5K 0.02% 638
2025
Q1 		$291K Buy
2,394
+259
+12% +$31.9K 0.03% 514
2024
Q4 		$239K Buy
2,135
+678
+47% +$86.3K 0.02% 557
2024
Q3 		$191K Buy
+1,457
New +$197K 0.02% 495
2024
Q2 		– Sell
-1,277
Closed -$209K – 522
2024
Q1 		$209K Buy
+1,277
New +$184K 0.03% 371

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

Silver Oak Securities's PSX Position: Q2 2026 in Review

Silver Oak Securities increased its Phillips 66 (PSX) stake by 3.8% in Q2 2026, buying an estimated $11.5K and bringing the position to 1,850 shares worth $313K. The position accounts for 0.02% of the portfolio, ranked #625.

Silver Oak Securities first reported a position in PSX in Q1 2024 and has held it in 9 quarters since. The position peaked at $325K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Silver Oak Securities held 1,850 shares of Phillips 66 worth $313K as of Q2 2026.
  • Silver Oak Securities bought 67 Phillips 66 shares in Q2 2026, an estimated $11.5K.
  • Phillips 66 made up 0.02% of Silver Oak Securities's portfolio in Q2 2026, its #625 holding.
  • Silver Oak Securities first reported a position in Phillips 66 in Q1 2024 and has held it in 9 quarters since.
  • Silver Oak Securities's Phillips 66 position peaked at $325K in Q1 2026.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.