Vanguard Personalized Indexing Management
PSX icon

Vanguard Personalized Indexing Management’s Phillips 66 PSX Stock Holding History

Vanguard Personalized Indexing Management’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 		$12.8M Buy
75,670
+3,948
+6% +$680K 0.1% 145
2026
Q1 		$13.1M Buy
71,722
+6,189
+9% +$970K 0.13% 132
2025
Q4 		$8.46M Buy
65,533
+9,292
+17% +$1.25M 0.08% 198
2025
Q3 		$7.66M Buy
56,241
+3,294
+6% +$422K 0.08% 213
2025
Q2 		$6.32M Buy
52,947
+8,461
+19% +$948K 0.07% 235
2025
Q1 		$5.49M Buy
44,486
+5,454
+14% +$672K 0.08% 221
2024
Q4 		$4.45M Buy
39,032
+1,552
+4% +$197K 0.07% 252
2024
Q3 		$4.93M Buy
37,480
+665
+2% +$89.8K 0.08% 217
2024
Q2 		$5.02M Buy
36,815
+2,330
+7% +$345K 0.1% 175
2024
Q1 		$5.63M Buy
34,485
+999
+3% +$144K 0.12% 150
2023
Q4 		$4.46M Buy
33,486
+4,219
+14% +$504K 0.11% 157
2023
Q3 		$3.52M Buy
29,267
+2,175
+8% +$244K 0.11% 180
2023
Q2 		$2.58M Buy
27,092
+1,906
+8% +$185K 0.08% 242
2023
Q1 		$2.55M Buy
25,186
+2,165
+9% +$220K 0.09% 229
2022
Q4 		$2.4M Sell
23,021
-1,657
-7% -$169K 0.1% 212
2022
Q3 		$1.99M Buy
24,678
+6,094
+33% +$519K 0.09% 229
2022
Q2 		$1.52M Buy
18,584
+6,429
+53% +$595K 0.07% 272
2022
Q1 		$1.05M Buy
12,155
+4,358
+56% +$367K 0.05% 427
2021
Q4 		$565K Buy
7,797
+3,104
+66% +$235K 0.03% 650
2021
Q3 		$329K Sell
4,693
-2,631
-36% -$190K 0.03% 726
2021
Q2 		$629K Buy
7,324
+1,852
+34% +$156K 0.07% 384
2021
Q1 		$446K Buy
+5,472
New +$429K 0.07% 351

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

Vanguard Personalized Indexing Management's PSX Position: Q2 2026 in Review

Vanguard Personalized Indexing Management increased its Phillips 66 (PSX) stake by 5.5% in Q2 2026, buying an estimated $680K and bringing the position to 75,670 shares worth $12.8M. The position accounts for 0.1% of the portfolio, ranked #145.

Vanguard Personalized Indexing Management first reported a position in PSX in Q1 2021 and has held it in 22 quarters since. The position peaked at $13.1M in Q1 2026. 2,095 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Vanguard Personalized Indexing Management held 75,670 shares of Phillips 66 worth $12.8M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 3,948 Phillips 66 shares in Q2 2026, an estimated $680K.
  • Phillips 66 made up 0.1% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #145 holding.
  • Vanguard Personalized Indexing Management first reported a position in Phillips 66 in Q1 2021 and has held it in 22 quarters since.
  • Vanguard Personalized Indexing Management's Phillips 66 position peaked at $13.1M in Q1 2026.
  • 2,095 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.