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StoneX Group’s Phillips 66 PSX Stock Holding History

StoneX Group’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 		$219K Sell
1,296
-1,169
-47% -$201K 0.01% 1045
2026
Q1 		$449K Sell
2,465
-2,395
-49% -$375K 0.02% 453
2025
Q4 		$627K Sell
4,860
-1,798
-27% -$242K 0.03% 467
2025
Q3 		$906K Sell
6,658
-172
-3% -$22K 0.04% 386
2025
Q2 		$815K Sell
6,830
-329
-5% -$36.9K 0.04% 384
2025
Q1 		$884K Buy
7,159
+111
+2% +$13.7K 0.05% 315
2024
Q4 		$803K Buy
7,048
+3,873
+122% +$493K 0.04% 339
2024
Q3 		$417K Buy
3,175
+452
+17% +$61K 0.19% 155
2024
Q2 		$384K Buy
2,723
+350
+15% +$51.8K 0.18% 156
2024
Q1 		$388K Buy
2,373
+101
+4% +$14.6K 0.2% 137
2023
Q4 		$302K Buy
+2,272
New +$272K 0.16% 178
2022
Q3 		– Sell
-80,940
Closed -$6.64M – 475
2022
Q2 		$6.64M Buy
+80,940
New +$7.49M 1.09% 21
2017
Q3 		– Sell
-3,614
Closed -$299K – 317
2017
Q2 		$299K Buy
+3,614
New +$284K 0.09% 277

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

StoneX Group's PSX Position: Q2 2026 in Review

StoneX Group reduced its Phillips 66 (PSX) stake by 47% in Q2 2026, selling an estimated $201K and leaving 1,296 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #1045.

StoneX Group first reported a position in PSX in Q2 2017 and has held it in 13 quarters since. The position peaked at $6.64M in Q2 2022. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • StoneX Group held 1,296 shares of Phillips 66 worth $219K as of Q2 2026.
  • StoneX Group sold 1,169 Phillips 66 shares in Q2 2026, an estimated $201K.
  • Phillips 66 made up 0.01% of StoneX Group's portfolio in Q2 2026, its #1045 holding.
  • StoneX Group first reported a position in Phillips 66 in Q2 2017 and has held it in 13 quarters since.
  • StoneX Group's Phillips 66 position peaked at $6.64M in Q2 2022.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.