Zhang Financial’s Phillips 66 PSX Stock Holding History

Zhang 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	$248K	Buy	1,467 +148	+11%	+$25.5K	0.01%	359
2026 Q1	$240K	Buy	+1,319	New	+$207K	0.01%	335

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

Zhang Financial's PSX Position: Q2 2026 in Review

Zhang Financial increased its Phillips 66 (PSX) stake by 11% in Q2 2026, buying an estimated $25.5K and bringing the position to 1,467 shares worth $248K. The position accounts for 0.01% of the portfolio, ranked #359.

Zhang Financial first reported a position in PSX in Q1 2026 and has held it in 2 quarters since. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Zhang Financial held 1,467 shares of Phillips 66 worth $248K as of Q2 2026.
Zhang Financial bought 148 Phillips 66 shares in Q2 2026, an estimated $25.5K.
Phillips 66 made up 0.01% of Zhang Financial's portfolio in Q2 2026, its #359 holding.
Zhang Financial first reported a position in Phillips 66 in Q1 2026 and has held it in 2 quarters since.
2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.