AWA
PSX icon

Aaron Wealth Advisors’s Phillips 66 PSX Stock Holding History

Aaron 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 		$981K Buy
5,803
+229
+4% +$39.4K 0.05% 247
2026
Q1 		$1.02M Sell
5,574
-107
-2% -$16.8K 0.06% 219
2025
Q4 		$733K Buy
5,681
+625
+12% +$84.1K 0.04% 325
2025
Q3 		$688K Buy
5,056
+1,301
+35% +$167K 0.04% 328
2025
Q2 		$448K Sell
3,755
-33
-0.9% -$3.7K 0.05% 269
2025
Q1 		$468K Buy
3,788
+153
+4% +$18.9K 0.05% 228
2024
Q4 		$414K Buy
3,635
+420
+13% +$53.4K 0.05% 242
2024
Q3 		$423K Buy
3,215
+216
+7% +$29.2K 0.05% 226
2024
Q2 		$423K Buy
2,999
+378
+14% +$56K 0.06% 182
2024
Q1 		$428K Buy
2,621
+281
+12% +$40.5K 0.06% 172
2023
Q4 		$312K Buy
2,340
+82
+4% +$9.8K 0.05% 189
2023
Q3 		$271K Buy
2,258
+145
+7% +$16.3K 0.04% 209
2023
Q2 		$202K Sell
2,113
-59
-3% -$5.74K 0.03% 247
2023
Q1 		$220K Buy
2,172
+126
+6% +$12.8K 0.03% 233
2022
Q4 		$213K Buy
+2,046
New +$209K 0.03% 232
2022
Q2 		– Sell
-364
Closed -$31.4K – 678
2022
Q1 		$31.4K Buy
+364
New +$30.6K 0.01% 539

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Aaron Wealth Advisors increased its Phillips 66 (PSX) stake by 4.1% in Q2 2026, buying an estimated $39.4K and bringing the position to 5,803 shares worth $981K. The position accounts for 0.05% of the portfolio, ranked #247.

Aaron Wealth Advisors first reported a position in PSX in Q1 2022 and has held it in 16 quarters since. The position peaked at $1.02M in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Aaron Wealth Advisors held 5,803 shares of Phillips 66 worth $981K as of Q2 2026.
  • Aaron Wealth Advisors bought 229 Phillips 66 shares in Q2 2026, an estimated $39.4K.
  • Phillips 66 made up 0.05% of Aaron Wealth Advisors's portfolio in Q2 2026, its #247 holding.
  • Aaron Wealth Advisors first reported a position in Phillips 66 in Q1 2022 and has held it in 16 quarters since.
  • Aaron Wealth Advisors's Phillips 66 position peaked at $1.02M in Q1 2026.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.