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Teamwork Financial Advisors’s Phillips 66 PSX Stock Holding History

Teamwork Financial Advisors’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 		$495K Buy
2,926
+4
+0.1% +$689 0.04% 130
2026
Q1 		$532K Sell
2,922
-3
-0.1% -$470 0.06% 131
2025
Q4 		$377K Buy
2,925
+973
+50% +$131K 0.04% 157
2025
Q3 		$266K Sell
1,952
-267
-12% -$34.2K 0.03% 175
2025
Q2 		$265K Sell
2,219
-238
-10% -$26.7K 0.03% 168
2025
Q1 		$303K Sell
2,457
-1,262
-34% -$156K 0.04% 142
2024
Q4 		$424K Sell
3,719
-458
-11% -$58.3K 0.06% 118
2024
Q3 		$549K Sell
4,177
-15,626
-79% -$2.11M 0.08% 95
2024
Q2 		$2.8M Buy
19,803
+3,600
+22% +$533K 0.41% 46
2024
Q1 		$2.65M Buy
16,203
+9,147
+130% +$1.32M 0.41% 47
2023
Q4 		$939K Sell
7,056
-7,611
-52% -$910K 0.16% 68
2023
Q3 		$1.76M Buy
14,667
+293
+2% +$32.9K 0.29% 58
2023
Q2 		$1.37M Buy
14,374
+326
+2% +$31.7K 0.22% 70
2023
Q1 		$1.42M Buy
14,048
+1,386
+11% +$141K 0.26% 63
2022
Q4 		$1.32M Buy
12,662
+3,968
+46% +$406K 0.27% 64
2022
Q3 		$702K Sell
8,694
-13,360
-61% -$1.14M 0.15% 95
2022
Q2 		$1.81M Sell
22,054
-19,217
-47% -$1.78M 0.39% 50
2022
Q1 		$3.56M Buy
41,271
+26,284
+175% +$2.21M 0.66% 25
2021
Q4 		$1.09M Buy
+14,987
New +$1.13M 0.2% 111

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

Teamwork Financial Advisors's PSX Position: Q2 2026 in Review

Teamwork Financial Advisors increased its Phillips 66 (PSX) stake by 0.14% in Q2 2026, buying an estimated $689 and bringing the position to 2,926 shares worth $495K. The position accounts for 0.04% of the portfolio, ranked #130.

Teamwork Financial Advisors first reported a position in PSX in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.56M in Q1 2022. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Teamwork Financial Advisors held 2,926 shares of Phillips 66 worth $495K as of Q2 2026.
  • Teamwork Financial Advisors bought 4 Phillips 66 shares in Q2 2026, an estimated $689.
  • Phillips 66 made up 0.04% of Teamwork Financial Advisors's portfolio in Q2 2026, its #130 holding.
  • Teamwork Financial Advisors first reported a position in Phillips 66 in Q4 2021 and has held it in 19 quarters since.
  • Teamwork Financial Advisors's Phillips 66 position peaked at $3.56M in Q1 2022.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Teamwork Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.