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World Investment Advisors’s Phillips 66 PSX Stock Holding History

World Investment 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 		$2.03M Sell
11,181
-495
-4% -$85.2K 0.03% 467
2026
Q1 		$2.13M Sell
11,676
-731
-6% -$115K 0.03% 462
2025
Q4 		$1.6M Buy
12,407
+599
+5% +$80.6K 0.03% 536
2025
Q3 		$1.61M Buy
11,808
+537
+5% +$68.8K 0.03% 456
2025
Q2 		$1.34M Buy
11,271
+3,192
+40% +$358K 0.03% 455
2025
Q1 		$998K Buy
8,079
+385
+5% +$47.4K 0.03% 510
2024
Q4 		$877K Buy
7,694
+1,640
+27% +$209K 0.02% 509
2024
Q3 		$796K Buy
+6,054
New +$817K 0.03% 477
2021
Q3 		– Sell
-2,781
Closed -$239K – 264
2021
Q2 		$239K Buy
2,781
+10
+0.4% +$844 0.05% 218
2021
Q1 		$234K Sell
2,771
-127
-4% -$9.96K 0.06% 201
2020
Q4 		$224K Buy
+2,898
New +$170K 0.06% 206

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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

World Investment Advisors's PSX Position: Q2 2026 in Review

World Investment Advisors reduced its Phillips 66 (PSX) stake by 4.2% in Q2 2026, selling an estimated $85.2K and leaving 11,181 shares worth $2.03M. The position accounts for 0.03% of the portfolio, ranked #467.

World Investment Advisors first reported a position in PSX in Q4 2020 and has held it in 11 quarters since. The position peaked at $2.13M in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • World Investment Advisors held 11,181 shares of Phillips 66 worth $2.03M as of Q2 2026.
  • World Investment Advisors sold 495 Phillips 66 shares in Q2 2026, an estimated $85.2K.
  • Phillips 66 made up 0.03% of World Investment Advisors's portfolio in Q2 2026, its #467 holding.
  • World Investment Advisors first reported a position in Phillips 66 in Q4 2020 and has held it in 11 quarters since.
  • World Investment Advisors's Phillips 66 position peaked at $2.13M in Q1 2026.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.