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Stiles Financial Services’s Phillips 66 PSX Stock Holding History

Stiles Financial 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 		$495K Sell
2,715
-91
-3% -$14.3K 0.15% 121
2025
Q4 		$362K Buy
2,806
+13
+0.5% +$1.75K 0.11% 136
2025
Q3 		$380K Sell
2,793
-142
-5% -$18.2K 0.12% 134
2025
Q2 		$350K Buy
2,935
+68
+2% +$7.62K 0.12% 134
2025
Q1 		$354K Buy
2,867
+13
+0.5% +$1.6K 0.14% 127
2024
Q4 		$325K Buy
2,854
+15
+0.5% +$1.91K 0.12% 139
2024
Q3 		$373K Buy
2,839
+11
+0.4% +$1.49K 0.13% 134
2024
Q2 		$399K Sell
2,828
-43
-1% -$6.37K 0.15% 118
2024
Q1 		$459K Buy
2,871
+14
+0.5% +$2.02K 0.18% 111
2023
Q4 		$380K Buy
2,857
+119
+4% +$14.2K 0.17% 117
2023
Q3 		$329K Buy
2,738
+19
+0.7% +$2.13K 0.17% 125
2023
Q2 		$259K Buy
2,719
+53
+2% +$5.15K 0.13% 157
2023
Q1 		$270K Buy
2,666
+19
+0.7% +$1.93K 0.15% 149
2022
Q4 		$275K Sell
2,647
-260
-9% -$26.6K 0.16% 144
2022
Q3 		$235K Sell
2,907
-26
-0.9% -$2.22K 0.14% 144
2022
Q2 		$240K Buy
2,933
+18
+0.6% +$1.67K 0.14% 140
2022
Q1 		$252K Sell
2,915
-229
-7% -$19.3K 0.13% 154
2021
Q4 		$228K Buy
+3,144
New +$238K 0.11% 162

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

Stiles Financial Services's PSX Position: Q1 2026 in Review

Stiles Financial Services reduced its Phillips 66 (PSX) stake by 3.2% in Q1 2026, selling an estimated $14.3K and leaving 2,715 shares worth $495K. The position accounts for 0.15% of the portfolio, ranked #121.

Stiles Financial Services first reported a position in PSX in Q4 2021 and has held it in 18 quarters since. 2,118 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Stiles Financial Services held 2,715 shares of Phillips 66 worth $495K as of Q1 2026.
  • Stiles Financial Services sold 91 Phillips 66 shares in Q1 2026, an estimated $14.3K.
  • Phillips 66 made up 0.15% of Stiles Financial Services's portfolio in Q1 2026, its #121 holding.
  • Stiles Financial Services first reported a position in Phillips 66 in Q4 2021 and has held it in 18 quarters since.
  • 2,118 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Stiles Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.