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Spurstone Advisory Services’s Phillips 66 PSX Stock Holding History

Spurstone Advisory Services’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
Q1 		$4.55K Hold
25
– – 0.08% 31
2025
Q4 		$3.23K Sell
25
-1,000
-98% -$135K 0.05% 54
2025
Q3 		$139K Buy
1,025
+1,000
+4,000% +$128K 2% 15
2025
Q2 		$2.98K Hold
25
– – 0.05% 94
2025
Q1 		$3.09K Hold
25
– – 0.06% 61
2024
Q4 		$2.85K Buy
+25
New +$3.18K 0.05% 55

Other funds holding PSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Spurstone Advisory Services's PSX Position: Q1 2026 in Review

Spurstone Advisory Services held its Phillips 66 (PSX) position steady in Q1 2026 at 25 shares worth $4.55K. The position accounts for 0.08% of the portfolio, ranked #31.

Spurstone Advisory Services first reported a position in PSX in Q4 2024 and has held it in 6 quarters since. The position peaked at $139K in Q3 2025. 2,119 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Spurstone Advisory Services held 25 shares of Phillips 66 worth $4.55K as of Q1 2026.
  • Spurstone Advisory Services left its Phillips 66 share count unchanged in Q1 2026.
  • Phillips 66 made up 0.08% of Spurstone Advisory Services's portfolio in Q1 2026, its #31 holding.
  • Spurstone Advisory Services first reported a position in Phillips 66 in Q4 2024 and has held it in 6 quarters since.
  • Spurstone Advisory Services's Phillips 66 position peaked at $139K in Q3 2025.
  • 2,119 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Spurstone Advisory Services's 13F filing for Q1 2026, filed 28 Apr 2026.