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 Q2	–	Sell	-1,995	Closed	-$363K	–	265
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 $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

49 Wealth Management's PSX Position: Q2 2026 in Review

49 Wealth Management sold out of Phillips 66 (PSX) in Q2 2026, closing a stake of 1,995 shares — an estimated $363K sold.

49 Wealth Management first reported a position in PSX in Q4 2023 and held it in 9 quarters. The position peaked at $1.03M in Q2 2025. 2,103 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

49 Wealth Management reported no remaining Phillips 66 position as of Q2 2026 after selling out during the quarter.
49 Wealth Management sold 1,995 Phillips 66 shares in Q2 2026, an estimated $363K.
49 Wealth Management first reported a position in Phillips 66 in Q4 2023 and held it in 9 quarters.
49 Wealth Management's Phillips 66 position peaked at $1.03M in Q2 2025.
2,103 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.