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Smartleaf Asset Management’s Phillips 66 PSX Stock Holding History

Smartleaf 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 		$840K Hold
4,826
– – 0.03% 451
2026
Q1 		$892K Buy
4,826
+619
+15% +$97K 0.03% 423
2025
Q4 		$545K Buy
4,207
+349
+9% +$47K 0.02% 512
2025
Q3 		$531K Buy
3,858
+1,658
+75% +$212K 0.03% 464
2025
Q2 		$262K Sell
2,200
-1,146
-34% -$128K 0.02% 511
2025
Q1 		$408K Sell
3,346
-98
-3% -$12.1K 0.04% 403
2024
Q4 		$386K Buy
3,444
+556
+19% +$70.7K 0.04% 381
2024
Q3 		$379K Buy
2,888
+1,362
+89% +$184K 0.05% 336
2024
Q2 		$213K Buy
1,526
+402
+36% +$59.5K 0.03% 364
2024
Q1 		$179K Sell
1,124
-1,240
-52% -$179K 0.03% 388
2023
Q4 		$314K Buy
+2,364
New +$283K 0.08% 237

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

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

Smartleaf Asset Management held its Phillips 66 (PSX) position steady in Q2 2026 at 4,826 shares worth $840K. The position accounts for 0.03% of the portfolio, ranked #451.

Smartleaf Asset Management first reported a position in PSX in Q4 2023 and has held it in 11 quarters since. The position peaked at $892K in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Smartleaf Asset Management held 4,826 shares of Phillips 66 worth $840K as of Q2 2026.
  • Smartleaf Asset Management left its Phillips 66 share count unchanged in Q2 2026.
  • Phillips 66 made up 0.03% of Smartleaf Asset Management's portfolio in Q2 2026, its #451 holding.
  • Smartleaf Asset Management first reported a position in Phillips 66 in Q4 2023 and has held it in 11 quarters since.
  • Smartleaf Asset Management's Phillips 66 position peaked at $892K in Q1 2026.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.