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Abound Wealth Management’s Phillips 66 PSX Stock Holding History

Abound 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 		$7.63K Sell
45
-38
-46% -$6.54K ﹤0.01% 523
2026
Q1 		$15.2K Buy
83
+4
+5% +$627 ﹤0.01% 452
2025
Q4 		$10.2K Buy
79
+14
+22% +$1.88K ﹤0.01% 503
2025
Q3 		$8.87K Hold
65
– – ﹤0.01% 518
2025
Q2 		$7.78K Hold
65
– – ﹤0.01% 489
2025
Q1 		$8.05K Sell
65
-16
-20% -$1.97K ﹤0.01% 438
2024
Q4 		$9.19K Sell
81
-24
-23% -$3.05K ﹤0.01% 398
2024
Q3 		$13.8K Buy
105
+14
+15% +$1.89K ﹤0.01% 362
2024
Q2 		$12.8K Sell
91
-5
-5% -$740 ﹤0.01% 328
2024
Q1 		$15.6K Buy
96
+4
+4% +$576 0.01% 294
2023
Q4 		$12.3K Sell
92
-8
-8% -$956 ﹤0.01% 340
2023
Q3 		$12.1K Buy
100
+33
+49% +$3.7K 0.01% 301
2023
Q2 		$6.41K Buy
67
+9
+16% +$875 ﹤0.01% 433
2023
Q1 		$5.9K Hold
58
– – ﹤0.01% 367
2022
Q4 		$6.06K Buy
58
+16
+38% +$1.64K ﹤0.01% 325
2022
Q3 		$3.41K Buy
+42
New +$3.58K ﹤0.01% 415

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

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

Abound Wealth Management reduced its Phillips 66 (PSX) stake by 46% in Q2 2026, selling an estimated $6.54K and leaving 45 shares worth $7.63K. The position accounts for ﹤0.01% of the portfolio, ranked #523.

Abound Wealth Management first reported a position in PSX in Q3 2022 and has held it in 16 quarters since. The position peaked at $15.6K in Q1 2024. 2,095 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Abound Wealth Management held 45 shares of Phillips 66 worth $7.63K as of Q2 2026.
  • Abound Wealth Management sold 38 Phillips 66 shares in Q2 2026, an estimated $6.54K.
  • Phillips 66 made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #523 holding.
  • Abound Wealth Management first reported a position in Phillips 66 in Q3 2022 and has held it in 16 quarters since.
  • Abound Wealth Management's Phillips 66 position peaked at $15.6K in Q1 2024.
  • 2,095 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

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