Strategic Investment Solutions’s Phillips 66 PSX Stock Holding History

Strategic Investment Solutions’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	$24.6K	Sell	145 -9	-6%	-$1.55K	0.01%	329
2026 Q1	$28.2K	Sell	154 -2	-1%	-$313	0.01%	299
2025 Q4	$20.1K	Buy	156 +1	+0.6%	+$135	﹤0.01%	320
2025 Q3	$21K	Buy	155 +1	+0.6%	+$128	0.01%	292
2025 Q2	$18.3K	Sell	154 -469	-75%	-$52.5K	0.01%	294
2025 Q1	$76.9K	Buy	623 +18	+3%	+$2.22K	0.02%	164
2024 Q4	$75.6K	Sell	605 -7	-1%	-$890	0.03%	159
2024 Q3	$80.4K	Buy	612 +263	+75%	+$35.5K	0.02%	160
2024 Q2	$50.7K	Buy	+349	New	+$51.7K	0.02%	179
2023 Q4	$96.3K	Sell	724 -22,914	-97%	-$2.74M	0.02%	336
2023 Q3	$2.65M	Buy	23,638 +23,268	+6,289%	+$2.61M	0.03%	198
2023 Q2	$35K	Sell	370 -204	-36%	-$19.8K	0.01%	364
2023 Q1	$58.2K	Buy	+574	New	+$58.4K	0.01%	341

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Strategic Investment Solutions's PSX Position: Q2 2026 in Review

Strategic Investment Solutions reduced its Phillips 66 (PSX) stake by 5.8% in Q2 2026, selling an estimated $1.55K and leaving 145 shares worth $24.6K. The position accounts for 0.01% of the portfolio, ranked #329.

Strategic Investment Solutions first reported a position in PSX in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.65M in Q3 2023. 2,095 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Strategic Investment Solutions held 145 shares of Phillips 66 worth $24.6K as of Q2 2026.
Strategic Investment Solutions sold 9 Phillips 66 shares in Q2 2026, an estimated $1.55K.
Phillips 66 made up 0.01% of Strategic Investment Solutions's portfolio in Q2 2026, its #329 holding.
Strategic Investment Solutions first reported a position in Phillips 66 in Q1 2023 and has held it in 13 quarters since.
Strategic Investment Solutions's Phillips 66 position peaked at $2.65M in Q3 2023.
2,095 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.