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Stokes Family Office’s Phillips 66 PSX Stock Holding History

Stokes Family Office’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 		$380K Sell
2,247
-174
-7% -$30K 0.04% 210
2026
Q1 		$441K Sell
2,421
-626
-21% -$98.1K 0.05% 197
2025
Q4 		$393K Sell
3,047
-44
-1% -$5.92K 0.04% 223
2025
Q3 		$420K Buy
3,091
+761
+33% +$97.5K 0.04% 195
2025
Q2 		$278K Hold
2,330
– – 0.03% 206
2025
Q1 		$288K Sell
2,330
-49
-2% -$6.04K 0.03% 195
2024
Q4 		$271K Sell
2,379
-7
-0.3% -$890 0.03% 200
2024
Q3 		$314K Hold
2,386
– – 0.03% 188
2024
Q2 		$337K Buy
2,386
+35
+1% +$5.18K 0.04% 181
2024
Q1 		$384K Hold
2,351
– – 0.05% 169
2023
Q4 		$313K Sell
2,351
-637
-21% -$76.1K 0.04% 173
2023
Q3 		$359K Buy
2,988
+85
+3% +$9.54K 0.04% 217
2023
Q2 		$277K Buy
2,903
+390
+16% +$37.9K 0.03% 254
2023
Q1 		$255K Buy
2,513
+160
+7% +$16.3K 0.03% 248
2022
Q4 		$245K Buy
+2,353
New +$241K 0.03% 238
2020
Q1 		– Sell
-1,840
Closed -$202K – 126
2019
Q4 		$202K Buy
+1,840
New +$207K 0.04% 124

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

Stokes Family Office's PSX Position: Q2 2026 in Review

Stokes Family Office reduced its Phillips 66 (PSX) stake by 7.2% in Q2 2026, selling an estimated $30K and leaving 2,247 shares worth $380K. The position accounts for 0.04% of the portfolio, ranked #210.

Stokes Family Office first reported a position in PSX in Q4 2019 and has held it in 16 quarters since. The position peaked at $441K in Q1 2026. 2,106 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Stokes Family Office held 2,247 shares of Phillips 66 worth $380K as of Q2 2026.
  • Stokes Family Office sold 174 Phillips 66 shares in Q2 2026, an estimated $30K.
  • Phillips 66 made up 0.04% of Stokes Family Office's portfolio in Q2 2026, its #210 holding.
  • Stokes Family Office first reported a position in Phillips 66 in Q4 2019 and has held it in 16 quarters since.
  • Stokes Family Office's Phillips 66 position peaked at $441K in Q1 2026.
  • 2,106 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Stokes Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.