Worth Financial Advisory Group’s Phillips 66 PSX Stock Holding History

Worth Financial Advisory Group’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	$860K	Buy	+5,085	New	+$875K	0.36%	74
2026 Q1	–	Sell	-5,084	Closed	-$656K	–	146
2025 Q4	$656K	Hold	5,084	–	–	0.32%	78
2025 Q3	$691K	Sell	5,084 -19	-0.4%	-$2.43K	0.39%	65
2025 Q2	$609K	Sell	5,103 -150	-3%	-$16.8K	0.37%	64
2025 Q1	$649K	Sell	5,253 -106	-2%	-$13.1K	0.41%	63
2024 Q4	$611K	Sell	5,359 -75	-1%	-$9.54K	0.38%	67
2024 Q3	$714K	Buy	5,434 +73	+1%	+$9.86K	0.42%	59
2024 Q2	$757K	Buy	5,361 +35	+0.7%	+$5.18K	0.5%	49
2024 Q1	$870K	Buy	5,326 +355	+7%	+$51.2K	0.6%	46
2023 Q4	$662K	Sell	4,971 -599	-11%	-$71.6K	0.53%	48
2023 Q3	$669K	Hold	5,570	–	–	0.6%	44
2023 Q2	$531K	Sell	5,570 -175	-3%	-$17K	0.49%	59
2023 Q1	$582K	Sell	5,745 -246	-4%	-$25K	0.56%	53
2022 Q4	$624K	Buy	+5,991	New	+$613K	0.72%	39

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

Worth Financial Advisory Group's PSX Position: Q2 2026 in Review

Worth Financial Advisory Group opened a new position in Phillips 66 (PSX) in Q2 2026: 5,085 shares worth $860K. The stake represents 0.36% of the portfolio and ranks #74 among its holdings. This is a return to the name: Worth Financial Advisory Group previously reported a position in PSX as recently as Q4 2025.

Worth Financial Advisory Group first reported a position in PSX in Q4 2022 and has held it in 14 quarters since. The position peaked at $870K in Q1 2024. 2,095 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Worth Financial Advisory Group held 5,085 shares of Phillips 66 worth $860K as of Q2 2026.
Phillips 66 was a new Worth Financial Advisory Group position in Q2 2026.
Phillips 66 made up 0.36% of Worth Financial Advisory Group's portfolio in Q2 2026, its #74 holding.
Worth Financial Advisory Group first reported a position in Phillips 66 in Q4 2022 and has held it in 14 quarters since.
Worth Financial Advisory Group's Phillips 66 position peaked at $870K in Q1 2024.
2,095 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.