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Stone House Investment Management’s Phillips 66 PSX Stock Holding History

Stone House Investment Management’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 		$44K Buy
261
+16
+7% +$2.75K 0.01% 238
2026
Q1 		$44.5K Buy
245
+38
+18% +$5.96K 0.01% 191
2025
Q4 		$26.7K Buy
207
+3
+1% +$404 ﹤0.01% 225
2025
Q3 		$27.7K Sell
204
-5
-2% -$641 ﹤0.01% 200
2025
Q2 		$24.9K Buy
209
+52
+33% +$5.83K ﹤0.01% 200
2025
Q1 		$19.3K Buy
+157
New +$19.3K ﹤0.01% 212
2024
Q4 		– Sell
-16
Closed -$2.04K – 279
2024
Q3 		$2.04K Hold
16
– – ﹤0.01% 336
2024
Q2 		$2.19K Hold
16
– – ﹤0.01% 325
2024
Q1 		$2.54K Hold
16
– – ﹤0.01% 327
2023
Q4 		$2.07K Sell
16
-45
-74% -$5.38K ﹤0.01% 264
2023
Q3 		$7.38K Hold
61
– – ﹤0.01% 179
2023
Q2 		$5.82K Hold
61
– – ﹤0.01% 194
2023
Q1 		$6.14K Buy
+61
New +$6.2K ﹤0.01% 195
2019
Q2 		– Sell
-31
Closed -$3K – 156
2019
Q1 		$3K Buy
+31
New +$2.95K ﹤0.01% 200

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

Stone House Investment Management's PSX Position: Q2 2026 in Review

Stone House Investment Management increased its Phillips 66 (PSX) stake by 6.5% in Q2 2026, buying an estimated $2.75K and bringing the position to 261 shares worth $44K. The position accounts for 0.01% of the portfolio, ranked #238.

Stone House Investment Management first reported a position in PSX in Q1 2019 and has held it in 14 quarters since. The position peaked at $44.5K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Stone House Investment Management held 261 shares of Phillips 66 worth $44K as of Q2 2026.
  • Stone House Investment Management bought 16 Phillips 66 shares in Q2 2026, an estimated $2.75K.
  • Phillips 66 made up 0.01% of Stone House Investment Management's portfolio in Q2 2026, its #238 holding.
  • Stone House Investment Management first reported a position in Phillips 66 in Q1 2019 and has held it in 14 quarters since.
  • Stone House Investment Management's Phillips 66 position peaked at $44.5K in Q1 2026.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.