AWM
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AE Wealth Management’s Phillips 66 PSX Stock Holding History

AE 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 		$2.55M Sell
15,102
-109
-0.7% -$18.8K 0.01% 591
2026
Q1 		$2.77M Buy
15,211
+2,907
+24% +$456K 0.02% 551
2025
Q4 		$1.59M Buy
12,304
+1,628
+15% +$219K 0.01% 676
2025
Q3 		$1.45M Buy
10,676
+43
+0.4% +$5.51K 0.01% 651
2025
Q2 		$1.27M Buy
10,633
+2,130
+25% +$239K 0.01% 662
2025
Q1 		$1.05M Buy
8,503
+134
+2% +$16.5K 0.01% 694
2024
Q4 		$953K Sell
8,369
-9,708
-54% -$1.23M 0.01% 711
2024
Q3 		$2.38M Sell
18,077
-3,141
-15% -$424K 0.02% 486
2024
Q2 		$3M Buy
21,218
+12,642
+147% +$1.87M 0.03% 434
2024
Q1 		$1.4M Sell
8,576
-49,442
-85% -$7.13M 0.02% 583
2023
Q4 		$8.14M Sell
58,018
-8,019
-12% -$958K 0.04% 454
2023
Q3 		$7.93M Buy
66,037
+9,115
+16% +$1.02M 0.05% 439
2023
Q2 		$5.43M Buy
56,922
+7,967
+16% +$774K 0.03% 512
2023
Q1 		$4.96M Buy
48,955
+3,529
+8% +$359K 0.03% 510
2022
Q4 		$4.73M Sell
45,426
-3,619
-7% -$370K 0.03% 494
2022
Q3 		$3.96M Sell
49,045
-10,481
-18% -$893K 0.03% 480
2022
Q2 		$4.88M Sell
59,526
-8,674
-13% -$802K 0.04% 414
2022
Q1 		$5.89M Buy
68,200
+29,656
+77% +$2.5M 0.04% 394
2021
Q4 		$2.79M Buy
38,544
+16,309
+73% +$1.23M 0.02% 592
2021
Q3 		$1.56M Buy
22,235
+3,932
+21% +$285K 0.01% 730
2021
Q2 		$1.57M Sell
18,303
-3,153
-15% -$266K 0.01% 704
2021
Q1 		$1.75M Sell
21,456
-4,577
-18% -$359K 0.02% 607
2020
Q4 		$1.82M Sell
26,033
-1,318
-5% -$77.4K 0.02% 525
2020
Q3 		$1.42M Sell
27,351
-230
-0.8% -$14K 0.02% 524
2020
Q2 		$1.98M Buy
27,581
+1,522
+6% +$108K 0.03% 413
2020
Q1 		$1.4M Buy
26,059
+4,804
+23% +$391K 0.03% 400
2019
Q4 		$2.37M Buy
21,255
+2,293
+12% +$258K 0.05% 309
2019
Q3 		$1.94M Sell
18,962
-694
-4% -$69.6K 0.06% 284
2019
Q2 		$1.84M Buy
19,656
+5,011
+34% +$450K 0.06% 260
2019
Q1 		$1.39M Sell
14,645
-301
-2% -$28.6K 0.1% 172
2018
Q4 		$1.29M Buy
14,946
+16
+0.1% +$1.56K 0.22% 115
2018
Q3 		$1.68M Buy
14,930
+2,906
+24% +$336K 0.09% 154
2018
Q2 		$1.35M Buy
12,024
+3,097
+35% +$348K 0.09% 130
2018
Q1 		$856K Buy
8,927
+2,190
+33% +$213K 0.07% 192
2017
Q4 		$681K Buy
6,737
+2,239
+50% +$213K 0.06% 207
2017
Q3 		$412K Buy
4,498
+259
+6% +$21.9K 0.04% 259
2017
Q2 		$351K Buy
4,239
+1,007
+31% +$79.1K 0.04% 274
2017
Q1 		$256K Buy
+3,232
New +$260K 0.05% 226

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

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

AE Wealth Management reduced its Phillips 66 (PSX) stake by 0.72% in Q2 2026, selling an estimated $18.8K and leaving 15,102 shares worth $2.55M. The position accounts for 0.01% of the portfolio, ranked #591.

AE Wealth Management first reported a position in PSX in Q1 2017 and has held it in 38 quarters since. The position peaked at $8.14M in Q4 2023. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • AE Wealth Management held 15,102 shares of Phillips 66 worth $2.55M as of Q2 2026.
  • AE Wealth Management sold 109 Phillips 66 shares in Q2 2026, an estimated $18.8K.
  • Phillips 66 made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #591 holding.
  • AE Wealth Management first reported a position in Phillips 66 in Q1 2017 and has held it in 38 quarters since.
  • AE Wealth Management's Phillips 66 position peaked at $8.14M in Q4 2023.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.