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Steph & Co’s Phillips 66 PSX Stock Holding History

Steph & Co’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 		$46.7K Sell
276
-55
-17% -$9.47K 0.01% 188
2026
Q1 		$60.3K Sell
331
-60
-15% -$9.4K 0.02% 178
2025
Q4 		$50.5K Hold
391
– – 0.01% 189
2025
Q3 		$53.2K Buy
391
+115
+42% +$14.7K 0.02% 187
2025
Q2 		$32.9K Hold
276
– – 0.01% 216
2025
Q1 		$34.1K Hold
276
– – 0.01% 186
2024
Q4 		$31.4K Hold
276
– – 0.01% 195
2024
Q3 		$36.3K Hold
276
– – 0.01% 189
2024
Q2 		$39K Buy
+276
New +$40.9K 0.01% 182
2023
Q4 		– Sell
-158
Closed -$19K – 287
2023
Q3 		$19K Buy
+158
New +$17.7K 0.01% 205

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

Steph & Co's PSX Position: Q2 2026 in Review

Steph & Co reduced its Phillips 66 (PSX) stake by 17% in Q2 2026, selling an estimated $9.47K and leaving 276 shares worth $46.7K. The position accounts for 0.01% of the portfolio, ranked #188.

Steph & Co first reported a position in PSX in Q3 2023 and has held it in 10 quarters since. The position peaked at $60.3K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Steph & Co held 276 shares of Phillips 66 worth $46.7K as of Q2 2026.
  • Steph & Co sold 55 Phillips 66 shares in Q2 2026, an estimated $9.47K.
  • Phillips 66 made up 0.01% of Steph & Co's portfolio in Q2 2026, its #188 holding.
  • Steph & Co first reported a position in Phillips 66 in Q3 2023 and has held it in 10 quarters since.
  • Steph & Co's Phillips 66 position peaked at $60.3K in Q1 2026.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Steph & Co's 13F filing for Q2 2026, filed 16 Jul 2026.