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Xponance’s Phillips 66 PSX Stock Holding History

Xponance’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 		$11.9M Buy
70,315
+43
+0.1% +$7.4K 0.07% 215
2026
Q1 		$12.8M Buy
70,272
+9,262
+15% +$1.45M 0.09% 186
2025
Q4 		$7.87M Sell
61,010
-12,414
-17% -$1.67M 0.06% 243
2025
Q3 		$9.99M Buy
73,424
+12,198
+20% +$1.56M 0.08% 194
2025
Q2 		$7.3M Buy
61,226
+2,033
+3% +$228K 0.06% 248
2025
Q1 		$7.31M Buy
59,193
+563
+1% +$69.4K 0.07% 228
2024
Q4 		$6.68M Sell
58,630
-415
-0.7% -$52.8K 0.06% 242
2024
Q3 		$7.76M Buy
59,045
+393
+0.7% +$53.1K 0.07% 211
2024
Q2 		$8.28M Sell
58,652
-2,474
-4% -$366K 0.08% 181
2024
Q1 		$9.98M Buy
61,126
+2,844
+5% +$410K 0.1% 163
2023
Q4 		$7.76M Sell
58,282
-13,463
-19% -$1.61M 0.09% 186
2023
Q3 		$8.62M Sell
71,745
-2,157
-3% -$242K 0.12% 149
2023
Q2 		$7.05M Sell
73,902
-2,205
-3% -$214K 0.09% 185
2023
Q1 		$7.72M Buy
76,107
+608
+0.8% +$61.8K 0.11% 166
2022
Q4 		$7.86M Buy
75,499
+8,571
+13% +$877K 0.13% 154
2022
Q3 		$5.4M Buy
66,928
+17,417
+35% +$1.48M 0.1% 179
2022
Q2 		$4.06M Buy
49,511
+18,245
+58% +$1.69M 0.08% 211
2022
Q1 		$2.7M Buy
31,266
+3,105
+11% +$261K 0.04% 305
2021
Q4 		$2.04M Buy
28,161
+6,031
+27% +$456K 0.03% 379
2021
Q3 		$1.55M Sell
22,130
-2,107
-9% -$153K 0.03% 418
2021
Q2 		$2.08M Buy
24,237
+3,471
+17% +$293K 0.04% 359
2021
Q1 		$1.69M Sell
20,766
-230
-1% -$18K 0.04% 354
2020
Q4 		$1.47M Buy
20,996
+1,141
+6% +$67K 0.03% 376
2020
Q3 		$1.03M Sell
19,855
-93
-0.5% -$5.67K 0.03% 412
2020
Q2 		$1.43M Buy
+19,948
New +$1.41M 0.04% 314
2015
Q3 		– Sell
-1,714
Closed -$137K – 51
2015
Q2 		$137K Buy
+1,714
New +$136K 0.05% 40
2014
Q2 		– Sell
-4,290
Closed -$330K – 61
2014
Q1 		$330K Buy
+4,290
New +$327K 0.14% 34

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

Xponance's PSX Position: Q2 2026 in Review

Xponance increased its Phillips 66 (PSX) stake by 0.06% in Q2 2026, buying an estimated $7.4K and bringing the position to 70,315 shares worth $11.9M. The position accounts for 0.07% of the portfolio, ranked #215.

Xponance first reported a position in PSX in Q1 2014 and has held it in 27 quarters since. The position peaked at $12.8M in Q1 2026. 2,095 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Xponance held 70,315 shares of Phillips 66 worth $11.9M as of Q2 2026.
  • Xponance bought 43 Phillips 66 shares in Q2 2026, an estimated $7.4K.
  • Phillips 66 made up 0.07% of Xponance's portfolio in Q2 2026, its #215 holding.
  • Xponance first reported a position in Phillips 66 in Q1 2014 and has held it in 27 quarters since.
  • Xponance's Phillips 66 position peaked at $12.8M in Q1 2026.
  • 2,095 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Xponance's 13F filing for Q2 2026, filed 10 Aug 2026.