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True North Advisors’s Phillips 66 PSX Stock Holding History

True North 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 		$292K Sell
1,729
-56
-3% -$9.64K 0.03% 233
2026
Q1 		$325K Sell
1,785
-606
-25% -$95K 0.04% 198
2025
Q4 		$309K Buy
2,391
+673
+39% +$90.6K 0.04% 207
2025
Q3 		$234K Buy
1,718
+3
+0.2% +$384 0.04% 203
2025
Q2 		$205K Buy
+1,715
New +$192K 0.04% 218
2024
Q4 		– Sell
-1,678
Closed -$221K – 221
2024
Q3 		$221K Sell
1,678
-4,758
-74% -$642K 0.06% 173
2024
Q2 		$909K Sell
6,436
-507
-7% -$75K 0.24% 67
2024
Q1 		$1.13M Sell
6,943
-1,101
-14% -$159K 0.31% 56
2023
Q4 		$1.07M Sell
8,044
-21
-0.3% -$2.51K 0.28% 53
2023
Q3 		$969K Buy
8,065
+29
+0.4% +$3.25K 0.3% 64
2023
Q2 		$766K Buy
8,036
+139
+2% +$13.5K 0.22% 93
2023
Q1 		$801K Hold
7,897
– – 0.24% 92
2022
Q4 		$822K Hold
7,897
– – 0.28% 83
2022
Q3 		$637K Sell
7,897
-328
-4% -$28K 0.21% 97
2022
Q2 		$674K Buy
8,225
+292
+4% +$27K 0.21% 101
2022
Q1 		$685K Buy
7,933
+450
+6% +$37.9K 0.18% 104
2021
Q4 		$542K Buy
7,483
+732
+11% +$55.3K 0.09% 151
2021
Q3 		$472K Buy
6,751
+585
+9% +$42.3K 0.09% 158
2021
Q2 		$529K Buy
6,166
+309
+5% +$26.1K 0.11% 141
2021
Q1 		$477K Buy
5,857
+385
+7% +$30.2K 0.11% 133
2020
Q4 		$382K Buy
+5,472
New +$321K 0.1% 142

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

True North Advisors's PSX Position: Q2 2026 in Review

True North Advisors reduced its Phillips 66 (PSX) stake by 3.1% in Q2 2026, selling an estimated $9.64K and leaving 1,729 shares worth $292K. The position accounts for 0.03% of the portfolio, ranked #233.

True North Advisors first reported a position in PSX in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.13M in Q1 2024. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • True North Advisors held 1,729 shares of Phillips 66 worth $292K as of Q2 2026.
  • True North Advisors sold 56 Phillips 66 shares in Q2 2026, an estimated $9.64K.
  • Phillips 66 made up 0.03% of True North Advisors's portfolio in Q2 2026, its #233 holding.
  • True North Advisors first reported a position in Phillips 66 in Q4 2020 and has held it in 21 quarters since.
  • True North Advisors's Phillips 66 position peaked at $1.13M in Q1 2024.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on True North Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.