Sittner & Nelson’s Phillips 66 PSX Stock Holding History

Sittner & Nelson’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	$179K	Hold	1,061	–	–	0.06%	185
2026 Q1	$193K	Hold	1,061	–	–	0.07%	169
2025 Q4	$167K	Sell	1,061 -89	-8%	-$12K	0.06%	179
2025 Q3	$156K	Hold	1,150	–	–	0.06%	170
2025 Q2	$137K	Sell	1,150 -69	-6%	-$7.73K	0.06%	170
2025 Q1	$151K	Hold	1,219	–	–	0.06%	159
2024 Q4	$139K	Hold	1,219	–	–	0.06%	148
2024 Q3	$160K	Sell	1,219 -30	-2%	-$4.05K	0.07%	146
2024 Q2	$176K	Hold	1,249	–	–	0.09%	124
2024 Q1	$204K	Hold	1,249	–	–	0.1%	116
2023 Q4	$166K	Hold	1,249	–	–	0.09%	128
2023 Q3	$150K	Hold	1,249	–	–	0.09%	131
2023 Q2	$119K	Sell	1,249 -144	-10%	-$14K	0.07%	146
2023 Q1	$141K	Buy	1,393 +76	+6%	+$7.73K	0.08%	143
2022 Q4	$137K	Buy	1,317 +7	+0.5%	+$716	0.08%	141
2022 Q3	$106K	Sell	1,310 -300	-19%	-$25.6K	0.07%	149
2022 Q2	$132K	Buy	1,610 +300	+23%	+$27.8K	0.09%	125
2022 Q1	$113K	Hold	1,310	–	–	0.07%	140
2021 Q4	$95K	Hold	1,310	–	–	0.06%	152
2021 Q3	$92K	Hold	1,310	–	–	0.06%	144
2021 Q2	$112K	Hold	1,310	–	–	0.08%	121
2021 Q1	$107K	Hold	1,310	–	–	0.08%	120
2020 Q4	$92K	Buy	+1,310	New	+$76.9K	0.08%	120

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

Sittner & Nelson's PSX Position: Q2 2026 in Review

Sittner & Nelson held its Phillips 66 (PSX) position steady in Q2 2026 at 1,061 shares worth $179K. The position accounts for 0.06% of the portfolio, ranked #185.

Sittner & Nelson first reported a position in PSX in Q4 2020 and has held it in 23 quarters since. The position peaked at $204K in Q1 2024. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Sittner & Nelson held 1,061 shares of Phillips 66 worth $179K as of Q2 2026.
Sittner & Nelson left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 0.06% of Sittner & Nelson's portfolio in Q2 2026, its #185 holding.
Sittner & Nelson first reported a position in Phillips 66 in Q4 2020 and has held it in 23 quarters since.
Sittner & Nelson's Phillips 66 position peaked at $204K in Q1 2024.
2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.