180 Wealth Advisors’s Phillips 66 PSX Stock Holding History

180 Wealth Advisors’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	–	Sell	-1,100	Closed	-$200K	–	507
2026 Q1	$200K	Buy	+1,100	New	+$172K	0.02%	448
2024 Q3	–	Sell	-1,577	Closed	-$216K	–	456
2024 Q2	$216K	Sell	1,577 -406	-20%	-$60.1K	0.04%	388
2024 Q1	$324K	Sell	1,983 -132	-6%	-$19K	0.06%	282
2023 Q4	$284K	Buy	2,115 +321	+18%	+$38.4K	0.06%	291
2023 Q3	$216K	Buy	+1,794	New	+$201K	0.05%	317

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

180 Wealth Advisors's PSX Position: Q2 2026 in Review

180 Wealth Advisors sold out of Phillips 66 (PSX) in Q2 2026, closing a stake of 1,100 shares — an estimated $200K sold.

180 Wealth Advisors first reported a position in PSX in Q3 2023 and held it in 5 quarters. The position peaked at $324K in Q1 2024. 2,095 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

180 Wealth Advisors reported no remaining Phillips 66 position as of Q2 2026 after selling out during the quarter.
180 Wealth Advisors sold 1,100 Phillips 66 shares in Q2 2026, an estimated $200K.
180 Wealth Advisors first reported a position in Phillips 66 in Q3 2023 and held it in 5 quarters.
180 Wealth Advisors's Phillips 66 position peaked at $324K in Q1 2024.
2,095 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.