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Valmark Advisers’s Phillips 66 PSX Stock Holding History

Valmark Advisers’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 		$1.02M Buy
6,019
+22
+0.4% +$3.79K 0.01% 357
2026
Q1 		$1.09M Sell
5,997
-200
-3% -$31.3K 0.01% 335
2025
Q4 		$800K Buy
6,197
+34
+0.6% +$4.58K 0.01% 375
2025
Q3 		$838K Sell
6,163
-194
-3% -$24.9K 0.01% 355
2025
Q2 		$758K Sell
6,357
-54
-0.8% -$6.05K 0.01% 378
2025
Q1 		$792K Sell
6,411
-311
-5% -$38.3K 0.01% 349
2024
Q4 		$766K Buy
6,722
+101
+2% +$12.8K 0.01% 354
2024
Q3 		$870K Buy
6,621
+159
+2% +$21.5K 0.01% 328
2024
Q2 		$912K Sell
6,462
-7
-0.1% -$1.04K 0.02% 300
2024
Q1 		$1.06M Buy
6,469
+200
+3% +$28.8K 0.02% 261
2023
Q4 		$835K Buy
6,269
+128
+2% +$15.3K 0.02% 280
2023
Q3 		$738K Buy
6,141
+59
+1% +$6.62K 0.02% 269
2023
Q2 		$580K Buy
6,082
+3
+0% +$292 0.01% 302
2023
Q1 		$616K Sell
6,079
-104
-2% -$10.6K 0.01% 289
2022
Q4 		$644K Buy
6,183
+50
+0.8% +$5.11K 0.01% 272
2022
Q3 		$495K Buy
6,133
+47
+0.8% +$4.01K 0.01% 282
2022
Q2 		$499K Buy
6,086
+614
+11% +$56.8K 0.01% 292
2022
Q1 		$473K Buy
5,472
+923
+20% +$77.7K 0.01% 307
2021
Q4 		$330K Sell
4,549
-495
-10% -$37.4K 0.01% 336
2021
Q3 		$353K Sell
5,044
-6,625
-57% -$480K 0.01% 310
2021
Q2 		$1M Buy
11,669
+408
+4% +$34.4K 0.02% 188
2021
Q1 		$918K Buy
11,261
+625
+6% +$49K 0.02% 191
2020
Q4 		$744K Buy
+10,636
New +$624K 0.02% 208

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

Valmark Advisers's PSX Position: Q2 2026 in Review

Valmark Advisers increased its Phillips 66 (PSX) stake by 0.37% in Q2 2026, buying an estimated $3.79K and bringing the position to 6,019 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #357.

Valmark Advisers first reported a position in PSX in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.09M in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Valmark Advisers held 6,019 shares of Phillips 66 worth $1.02M as of Q2 2026.
  • Valmark Advisers bought 22 Phillips 66 shares in Q2 2026, an estimated $3.79K.
  • Phillips 66 made up 0.01% of Valmark Advisers's portfolio in Q2 2026, its #357 holding.
  • Valmark Advisers first reported a position in Phillips 66 in Q4 2020 and has held it in 23 quarters since.
  • Valmark Advisers's Phillips 66 position peaked at $1.09M in Q1 2026.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.