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Apollon Wealth Management’s Phillips 66 PSX Stock Holding History

Apollon 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
Q1 		$2.46M Buy
13,521
+225
+2% +$35.3K 0.04% 349
2025
Q4 		$1.72M Sell
13,296
-694
-5% -$93.4K 0.03% 406
2025
Q3 		$1.9M Sell
13,990
-1,136
-8% -$146K 0.03% 389
2025
Q2 		$1.8M Buy
15,126
+652
+5% +$73K 0.04% 377
2025
Q1 		$1.79M Buy
14,474
+608
+4% +$74.9K 0.04% 358
2024
Q4 		$1.58M Buy
13,866
+2,697
+24% +$343K 0.04% 391
2024
Q3 		$1.47M Sell
11,169
-1,608
-13% -$217K 0.04% 374
2024
Q2 		$1.8M Buy
12,777
+1,249
+11% +$185K 0.05% 316
2024
Q1 		$1.88M Buy
11,528
+1,028
+10% +$148K 0.06% 303
2023
Q4 		$1.4M Buy
10,500
+2,028
+24% +$242K 0.05% 350
2023
Q3 		$1.02M Sell
8,472
-592
-7% -$66.4K 0.05% 358
2023
Q2 		$865K Sell
9,064
-744
-8% -$72.3K 0.04% 432
2023
Q1 		$994K Buy
9,808
+55
+0.6% +$5.59K 0.06% 327
2022
Q4 		$1.02M Sell
9,753
-1,086
-10% -$111K 0.07% 290
2022
Q3 		$875K Sell
10,839
-406
-4% -$34.6K 0.07% 291
2022
Q2 		$922K Sell
11,245
-2,186
-16% -$202K 0.08% 283
2022
Q1 		$1.16M Sell
13,431
-349
-3% -$29.4K 0.08% 251
2021
Q4 		$999K Buy
13,780
+8,668
+170% +$655K 0.07% 280
2021
Q3 		$358K Buy
+5,112
New +$370K 0.05% 315
2020
Q3 		– Sell
-11
Closed -$1K – 556
2020
Q2 		$1K Buy
+11
New +$779 ﹤0.01% 708

Other funds holding PSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Apollon Wealth Management's PSX Position: Q1 2026 in Review

Apollon Wealth Management increased its Phillips 66 (PSX) stake by 1.7% in Q1 2026, buying an estimated $35.3K and bringing the position to 13,521 shares worth $2.46M. The position accounts for 0.04% of the portfolio, ranked #349.

Apollon Wealth Management first reported a position in PSX in Q2 2020 and has held it in 20 quarters since. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Apollon Wealth Management held 13,521 shares of Phillips 66 worth $2.46M as of Q1 2026.
  • Apollon Wealth Management bought 225 Phillips 66 shares in Q1 2026, an estimated $35.3K.
  • Phillips 66 made up 0.04% of Apollon Wealth Management's portfolio in Q1 2026, its #349 holding.
  • Apollon Wealth Management first reported a position in Phillips 66 in Q2 2020 and has held it in 20 quarters since.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.