49 Wealth Management’s Phillips 66 PSX Stock Holding History

49 Wealth Management’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 Q1	$363K	Buy	1,995 +21	+1%	+$3.29K	0.03%	135
2025 Q4	$255K	Buy	+1,974	New	+$266K	0.02%	168
2025 Q3	–	Sell	-8,639	Closed	-$1.03M	–	204
2025 Q2	$1.03M	Buy	8,639 +4,368	+102%	+$489K	0.11%	55
2025 Q1	$527K	Buy	4,271 +11	+0.3%	+$1.36K	0.06%	92
2024 Q4	$485K	Buy	4,260 +46	+1%	+$5.85K	0.07%	85
2024 Q3	$554K	Buy	4,214 +425	+11%	+$57.4K	0.09%	77
2024 Q2	$534K	Sell	3,789 -51	-1%	-$7.55K	0.11%	81
2024 Q1	$627K	Buy	3,840 +52	+1%	+$7.49K	0.13%	48
2023 Q4	$504K	Buy	+3,788	New	+$453K	0.13%	54

Other funds holding PSX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

49 Wealth Management's PSX Position: Q1 2026 in Review

49 Wealth Management increased its Phillips 66 (PSX) stake by 1.1% in Q1 2026, buying an estimated $3.29K and bringing the position to 1,995 shares worth $363K. The position accounts for 0.03% of the portfolio, ranked #135.

49 Wealth Management first reported a position in PSX in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.03M in Q2 2025. 2,118 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

49 Wealth Management held 1,995 shares of Phillips 66 worth $363K as of Q1 2026.
49 Wealth Management bought 21 Phillips 66 shares in Q1 2026, an estimated $3.29K.
Phillips 66 made up 0.03% of 49 Wealth Management's portfolio in Q1 2026, its #135 holding.
49 Wealth Management first reported a position in Phillips 66 in Q4 2023 and has held it in 9 quarters since.
49 Wealth Management's Phillips 66 position peaked at $1.03M in Q2 2025.
2,118 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on 49 Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.