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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
Q2 		$3M Buy
17,760
+4,239
+31% +$730K 0.04% 404
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 $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 $3.38T AUM 44.17% 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

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

Apollon Wealth Management increased its Phillips 66 (PSX) stake by 31% in Q2 2026, buying an estimated $730K and bringing the position to 17,760 shares worth $3M. The position accounts for 0.04% of the portfolio, ranked #404.

Apollon Wealth Management first reported a position in PSX in Q2 2020 and has held it in 21 quarters since. 2,107 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Apollon Wealth Management held 17,760 shares of Phillips 66 worth $3M as of Q2 2026.
  • Apollon Wealth Management bought 4,239 Phillips 66 shares in Q2 2026, an estimated $730K.
  • Phillips 66 made up 0.04% of Apollon Wealth Management's portfolio in Q2 2026, its #404 holding.
  • Apollon Wealth Management first reported a position in Phillips 66 in Q2 2020 and has held it in 21 quarters since.
  • 2,107 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.