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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Vident Advisory's PSX Position: Q1 2026 in Review

Vident Advisory increased its Phillips 66 (PSX) stake by 27% in Q1 2026, buying an estimated $705K and bringing the position to 20,872 shares worth $3.8M. The position accounts for 0.03% of the portfolio, ranked #422.

Vident Advisory first reported a position in PSX in Q3 2023 and has held it in 11 quarters since. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Vident Advisory held 20,872 shares of Phillips 66 worth $3.8M as of Q1 2026.
  • Vident Advisory bought 4,500 Phillips 66 shares in Q1 2026, an estimated $705K.
  • Phillips 66 made up 0.03% of Vident Advisory's portfolio in Q1 2026, its #422 holding.
  • Vident Advisory first reported a position in Phillips 66 in Q3 2023 and has held it in 11 quarters since.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Vident Advisory's 13F filing for Q1 2026, filed 15 May 2026.