1 North Wealth Services’s Phillips 66 PSX Stock Holding History

1 North Wealth Services’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	$80.1K	Hold	474	–	–	0.03%	76
2026 Q1	$86.4K	Hold	474	–	–	0.03%	74
2025 Q4	$61.2K	Hold	474	–	–	0.02%	84
2025 Q3	$64.5K	Hold	474	–	–	0.03%	75
2025 Q2	$56.5K	Hold	474	–	–	0.02%	81
2025 Q1	$58.5K	Buy	+474	New	+$58.4K	0.03%	81
2019 Q4	$53K	Hold	474	–	–	0.03%	89
2019 Q3	$49K	Buy	+474	New	+$47.5K	0.03%	75
2019 Q1	$215K	Buy	2,261 +884	+64%	+$84K	0.15%	54
2018 Q4	$119K	Buy	+1,377	New	+$135K	0.1%	60

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

1 North Wealth Services's PSX Position: Q2 2026 in Review

1 North Wealth Services held its Phillips 66 (PSX) position steady in Q2 2026 at 474 shares worth $80.1K. The position accounts for 0.03% of the portfolio, ranked #76.

1 North Wealth Services first reported a position in PSX in Q4 2018 and has held it in 10 quarters since. The position peaked at $215K in Q1 2019. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

1 North Wealth Services held 474 shares of Phillips 66 worth $80.1K as of Q2 2026.
1 North Wealth Services left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 0.03% of 1 North Wealth Services's portfolio in Q2 2026, its #76 holding.
1 North Wealth Services first reported a position in Phillips 66 in Q4 2018 and has held it in 10 quarters since.
1 North Wealth Services's Phillips 66 position peaked at $215K in Q1 2019.
2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.