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Accredited Wealth Management’s Phillips 66 PSX Stock Holding History

Accredited 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
2025
Q3 		$6.8K Buy
900
+850
+1,700% +$109K 0.01% 294
2025
Q2 		$5.96K Hold
50
– – ﹤0.01% 305
2025
Q1 		$6.17K Hold
50
– – 0.01% 282
2024
Q4 		$5.7K Buy
+50
New +$6.36K 0.01% 287

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Accredited Wealth Management's PSX Position: Q3 2025 in Review

Accredited Wealth Management increased its Phillips 66 (PSX) stake by 1,700% in Q3 2025, buying an estimated $109K and bringing the position to 900 shares worth $6.8K. The position accounts for 0.01% of the portfolio, ranked #294.

Accredited Wealth Management first reported a position in PSX in Q4 2024 and has held it in 4 quarters since. 1,834 funds tracked by Wall St. Rank hold PSX as of Q3 2025.

  • Accredited Wealth Management held 900 shares of Phillips 66 worth $6.8K as of Q3 2025.
  • Accredited Wealth Management bought 850 Phillips 66 shares in Q3 2025, an estimated $109K.
  • Phillips 66 made up 0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #294 holding.
  • Accredited Wealth Management first reported a position in Phillips 66 in Q4 2024 and has held it in 4 quarters since.
  • 1,834 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.