Websterrogers Financial Advisors’s Phillips 66 PSX Stock Holding History

Websterrogers Financial 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	$280K	Hold	1,659	–	–	0.07%	81
2026 Q1	$302K	Hold	1,659	–	–	0.09%	76
2025 Q4	$214K	Hold	1,659	–	–	0.06%	89
2025 Q3	$226K	Sell	1,659 -28	-2%	-$3.59K	0.07%	80
2025 Q2	$201K	Hold	1,687	–	–	0.06%	86
2025 Q1	$208K	Buy	+1,687	New	+$208K	0.07%	81
2024 Q1	–	Sell	-2,318	Closed	-$309K	–	81
2023 Q4	$309K	Buy	2,318 +250	+12%	+$29.9K	0.13%	58
2023 Q3	$249K	Buy	+2,068	New	+$232K	0.11%	61
2023 Q2	–	Sell	-2,053	Closed	-$208K	–	62
2023 Q1	$208K	Hold	2,053	–	–	0.1%	59
2022 Q4	$214K	Buy	+2,053	New	+$210K	0.1%	60

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

Websterrogers Financial Advisors's PSX Position: Q2 2026 in Review

Websterrogers Financial Advisors held its Phillips 66 (PSX) position steady in Q2 2026 at 1,659 shares worth $280K. The position accounts for 0.07% of the portfolio, ranked #81.

Websterrogers Financial Advisors first reported a position in PSX in Q4 2022 and has held it in 10 quarters since. The position peaked at $309K in Q4 2023. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Websterrogers Financial Advisors held 1,659 shares of Phillips 66 worth $280K as of Q2 2026.
Websterrogers Financial Advisors left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 0.07% of Websterrogers Financial Advisors's portfolio in Q2 2026, its #81 holding.
Websterrogers Financial Advisors first reported a position in Phillips 66 in Q4 2022 and has held it in 10 quarters since.
Websterrogers Financial Advisors's Phillips 66 position peaked at $309K in Q4 2023.
2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Websterrogers Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.