Veratis Advisors’s Phillips 66 PSX Stock Holding History

Veratis 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	$777K	Buy	+4,597	New	+$791K	0.55%	40
2025 Q4	$730K	Buy	+4,634	New	+$624K	0.58%	38

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

Veratis Advisors's PSX Position: Q2 2026 in Review

Veratis Advisors opened a new position in Phillips 66 (PSX) in Q2 2026: 4,597 shares worth $777K. The stake represents 0.55% of the portfolio and ranks #40 among its holdings. This is a return to the name: Veratis Advisors previously reported a position in PSX as recently as Q4 2025.

Veratis Advisors first reported a position in PSX in Q4 2025 and has held it in 2 quarters since. 2,100 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Veratis Advisors held 4,597 shares of Phillips 66 worth $777K as of Q2 2026.
Phillips 66 was a new Veratis Advisors position in Q2 2026.
Phillips 66 made up 0.55% of Veratis Advisors's portfolio in Q2 2026, its #40 holding.
Veratis Advisors first reported a position in Phillips 66 in Q4 2025 and has held it in 2 quarters since.
2,100 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Veratis Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.