Stifel Financial
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Stifel Financial’s Phillips 66 PSX Stock Holding History

Stifel Financial’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
2014
Q4 		– Sell
-200
Closed -$16K – 2418
2014
Q3 		$16K Sell
200
-7,100
-97% -$591K ﹤0.01% 2189
2014
Q2 		$592K Buy
+7,300
New +$601K 0.01% 1397

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

Stifel Financial's PSX Position: Q2 2026 in Review

Stifel Financial reduced its Phillips 66 (PSX) stake by 1.4% in Q2 2026, selling an estimated $592K and leaving 250,347 shares worth $42.3M. The position accounts for 0.04% of the portfolio, ranked #424.

Stifel Financial first reported a position in PSX in Q1 2014 and has held it in 50 quarters since. The position peaked at $69.8M in Q1 2024. 2,104 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Stifel Financial held 250,347 shares of Phillips 66 worth $42.3M as of Q2 2026.
  • Stifel Financial sold 3,438 Phillips 66 shares in Q2 2026, an estimated $592K.
  • Phillips 66 made up 0.04% of Stifel Financial's portfolio in Q2 2026, its #424 holding.
  • Stifel Financial first reported a position in Phillips 66 in Q1 2014 and has held it in 50 quarters since.
  • Stifel Financial's Phillips 66 position peaked at $69.8M in Q1 2024.
  • 2,104 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.