XF
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XML Financial’s Phillips 66 PSX Stock Holding History

XML Financial’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 		$2.34M Sell
13,825
-1,575
-10% -$271K 0.17% 117
2026
Q1 		$2.81M Sell
15,400
-883
-5% -$138K 0.23% 97
2025
Q4 		$2.1M Sell
16,283
-1,158
-7% -$156K 0.17% 119
2025
Q3 		$2.37M Sell
17,441
-100
-0.6% -$12.8K 0.19% 108
2025
Q2 		$2.09M Buy
17,541
+85
+0.5% +$9.52K 0.18% 114
2025
Q1 		$2.16M Sell
17,456
-47
-0.3% -$5.79K 0.2% 108
2024
Q4 		$1.99M Sell
17,503
-336
-2% -$42.7K 0.18% 116
2024
Q3 		$2.34M Buy
17,839
+747
+4% +$101K 0.22% 103
2024
Q2 		$2.41M Sell
17,092
-393
-2% -$58.2K 0.24% 100
2024
Q1 		$2.86M Sell
17,485
-5,386
-24% -$776K 0.29% 90
2023
Q4 		$3.05M Buy
22,871
+1,906
+9% +$228K 0.32% 87
2023
Q3 		$2.52M Sell
20,965
-355
-2% -$39.8K 0.3% 89
2023
Q2 		$2.03M Sell
21,320
-942
-4% -$91.6K 0.24% 103
2023
Q1 		$2.26M Buy
22,262
+933
+4% +$94.9K 0.27% 97
2022
Q4 		$2.22M Hold
21,329
– – 0.28% 99
2022
Q3 		$1.72M Buy
+21,329
New +$1.82M 0.24% 99
2022
Q2 		– Sell
-20,658
Closed -$1.78M – 309
2022
Q1 		$1.78M Buy
20,658
+1
+0% +$84 0.21% 108
2021
Q4 		$1.5M Buy
20,657
+3,215
+18% +$243K 0.18% 125
2021
Q3 		$1.22M Buy
+17,442
New +$1.26M 0.16% 132

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

XML Financial's PSX Position: Q2 2026 in Review

XML Financial reduced its Phillips 66 (PSX) stake by 10% in Q2 2026, selling an estimated $271K and leaving 13,825 shares worth $2.34M. The position accounts for 0.17% of the portfolio, ranked #117.

XML Financial first reported a position in PSX in Q3 2021 and has held it in 19 quarters since. The position peaked at $3.05M in Q4 2023. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • XML Financial held 13,825 shares of Phillips 66 worth $2.34M as of Q2 2026.
  • XML Financial sold 1,575 Phillips 66 shares in Q2 2026, an estimated $271K.
  • Phillips 66 made up 0.17% of XML Financial's portfolio in Q2 2026, its #117 holding.
  • XML Financial first reported a position in Phillips 66 in Q3 2021 and has held it in 19 quarters since.
  • XML Financial's Phillips 66 position peaked at $3.05M in Q4 2023.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.