Vident Advisory’s Phillips 66 PSX Stock Holding History

Vident Advisory’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	$3.78M	Buy	22,352 +1,480	+7%	+$255K	0.03%	475
2026 Q1	$3.8M	Buy	20,872 +4,500	+27%	+$705K	0.03%	422
2025 Q4	$2.11M	Sell	16,372 -786	-5%	-$106K	0.02%	563
2025 Q3	$2.33M	Buy	17,158 +1,094	+7%	+$140K	0.02%	523
2025 Q2	$1.92M	Buy	16,064 +152	+1%	+$17K	0.02%	516
2025 Q1	$1.97M	Buy	15,912 +3,850	+32%	+$474K	0.03%	491
2024 Q4	$1.37M	Buy	12,062 +167	+1%	+$21.2K	0.02%	533
2024 Q3	$1.56M	Sell	11,895 -5,876	-33%	-$793K	0.04%	479
2024 Q2	$2.51M	Buy	17,771 +1,240	+8%	+$184K	0.07%	299
2024 Q1	$2.7M	Sell	16,531 -3,096	-16%	-$446K	0.06%	320
2023 Q4	$2.61M	Sell	19,627 -949	-5%	-$113K	0.07%	313
2023 Q3	$2.47M	Buy	+20,576	New	+$2.31M	0.08%	274

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 $3.38T AUM 44.17% 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

Vident Advisory's PSX Position: Q2 2026 in Review

Vident Advisory increased its Phillips 66 (PSX) stake by 7.1% in Q2 2026, buying an estimated $255K and bringing the position to 22,352 shares worth $3.78M. The position accounts for 0.03% of the portfolio, ranked #475.

Vident Advisory first reported a position in PSX in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.8M in Q1 2026. 2,107 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Vident Advisory held 22,352 shares of Phillips 66 worth $3.78M as of Q2 2026.
Vident Advisory bought 1,480 Phillips 66 shares in Q2 2026, an estimated $255K.
Phillips 66 made up 0.03% of Vident Advisory's portfolio in Q2 2026, its #475 holding.
Vident Advisory first reported a position in Phillips 66 in Q3 2023 and has held it in 12 quarters since.
Vident Advisory's Phillips 66 position peaked at $3.8M in Q1 2026.
2,107 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Vident Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.