VERPA
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Virginia Estate & Retirement Planning Advisors’s Phillips 66 PSX Stock Holding History

Virginia Estate & Retirement Planning 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 		$11K Hold
65
– – 0.01% 117
2026
Q1 		$11.8K Buy
+65
New +$10.2K 0.02% 90

Other funds holding PSX

BlackRock
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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

Virginia Estate & Retirement Planning Advisors's PSX Position: Q2 2026 in Review

Virginia Estate & Retirement Planning Advisors held its Phillips 66 (PSX) position steady in Q2 2026 at 65 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #117.

Virginia Estate & Retirement Planning Advisors first reported a position in PSX in Q1 2026 and has held it in 2 quarters since. The position peaked at $11.8K in Q1 2026. 2,082 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Virginia Estate & Retirement Planning Advisors held 65 shares of Phillips 66 worth $11K as of Q2 2026.
  • Virginia Estate & Retirement Planning Advisors left its Phillips 66 share count unchanged in Q2 2026.
  • Phillips 66 made up 0.01% of Virginia Estate & Retirement Planning Advisors's portfolio in Q2 2026, its #117 holding.
  • Virginia Estate & Retirement Planning Advisors first reported a position in Phillips 66 in Q1 2026 and has held it in 2 quarters since.
  • Virginia Estate & Retirement Planning Advisors's Phillips 66 position peaked at $11.8K in Q1 2026.
  • 2,082 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Virginia Estate & Retirement Planning Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.