West Family Investments’s Phillips 66 PSX Stock Holding History

West Family Investments’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	$724K	Buy	+4,280	New	+$737K	0.21%	103
2025 Q4	–	Sell	-1,486	Closed	-$202K	–	384
2025 Q3	$202K	Buy	+1,486	New	+$190K	0.05%	358
2025 Q2	–	Sell	-1,632	Closed	-$202K	–	375
2025 Q1	$202K	Buy	+1,632	New	+$201K	0.08%	248
2024 Q4	–	Sell	-1,612	Closed	-$212K	–	312
2024 Q3	$212K	Buy	1,612 +97	+6%	+$13.1K	0.07%	265
2024 Q2	$214K	Hold	1,515	–	–	0.06%	225
2024 Q1	$247K	Buy	+1,515	New	+$218K	0.08%	211

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

West Family Investments's PSX Position: Q2 2026 in Review

West Family Investments opened a new position in Phillips 66 (PSX) in Q2 2026: 4,280 shares worth $724K. The stake represents 0.21% of the portfolio and ranks #103 among its holdings. This is a return to the name: West Family Investments previously reported a position in PSX as recently as Q3 2025.

West Family Investments first reported a position in PSX in Q1 2024 and has held it in 6 quarters since. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

West Family Investments held 4,280 shares of Phillips 66 worth $724K as of Q2 2026.
Phillips 66 was a new West Family Investments position in Q2 2026.
Phillips 66 made up 0.21% of West Family Investments's portfolio in Q2 2026, its #103 holding.
West Family Investments first reported a position in Phillips 66 in Q1 2024 and has held it in 6 quarters since.
2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.