USA Financial Formulas’s Phillips 66 PSX Stock Holding History

USA Financial Formulas’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	$467K	Sell	2,765 -338	-11%	-$58.2K	0.09%	88
2026 Q1	$565K	Buy	+3,103	New	+$486K	0.11%	74
2024 Q2	–	Sell	-8,429	Closed	-$1.38M	–	369
2024 Q1	$1.38M	Buy	8,429 +1,471	+21%	+$212K	0.22%	35
2023 Q4	$926K	Buy	6,958 +360	+5%	+$43K	0.16%	72
2023 Q3	$793K	Hold	6,598	–	–	1.18%	16
2023 Q2	$629K	Sell	6,598 -1,516	-19%	-$147K	0.97%	39
2023 Q1	$823K	Buy	+8,114	New	+$825K	1.33%	30
2022 Q3	$1.05M	Buy	13,040 +3,536	+37%	+$301K	1.66%	30
2022 Q2	$779K	Buy	+9,504	New	+$879K	0.97%	45

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

USA Financial Formulas's PSX Position: Q2 2026 in Review

USA Financial Formulas reduced its Phillips 66 (PSX) stake by 11% in Q2 2026, selling an estimated $58.2K and leaving 2,765 shares worth $467K. The position accounts for 0.09% of the portfolio, ranked #88.

USA Financial Formulas first reported a position in PSX in Q2 2022 and has held it in 9 quarters since. The position peaked at $1.38M in Q1 2024. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

USA Financial Formulas held 2,765 shares of Phillips 66 worth $467K as of Q2 2026.
USA Financial Formulas sold 338 Phillips 66 shares in Q2 2026, an estimated $58.2K.
Phillips 66 made up 0.09% of USA Financial Formulas's portfolio in Q2 2026, its #88 holding.
USA Financial Formulas first reported a position in Phillips 66 in Q2 2022 and has held it in 9 quarters since.
USA Financial Formulas's Phillips 66 position peaked at $1.38M in Q1 2024.
2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.