Argonautica Private Wealth Management’s Phillips 66 PSX Stock Holding History

Argonautica Private 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	$2.95M	Sell	17,433 -526	-3%	-$90.5K	0.72%	37
2026 Q1	$3.27M	Sell	17,959 -460	-2%	-$72.1K	0.99%	27
2025 Q4	$2.38M	Sell	18,419 -559	-3%	-$75.2K	0.7%	43
2025 Q3	$2.58M	Sell	18,978 -241	-1%	-$30.9K	0.75%	41
2025 Q2	$2.29M	Sell	19,219 -896	-4%	-$100K	0.73%	45
2025 Q1	$2.48M	Buy	20,115 +232	+1%	+$28.6K	0.85%	42
2024 Q4	$2.27M	Sell	19,883 -86	-0.4%	-$10.9K	0.73%	43
2024 Q3	$2.62M	Buy	19,969 +129	+0.7%	+$17.4K	0.87%	37
2024 Q2	$2.8M	Sell	19,840 -71	-0.4%	-$10.5K	0.96%	28
2024 Q1	$3.25M	Buy	19,911 +288	+1%	+$41.5K	1.17%	22
2023 Q4	$2.61M	Sell	19,623 -147	-0.7%	-$17.6K	1.07%	26
2023 Q3	$2.38M	Buy	19,770 +190	+1%	+$21.3K	1.07%	29
2023 Q2	$1.87M	Buy	19,580 +190	+1%	+$18.5K	0.84%	36
2023 Q1	$1.97M	Sell	19,390 -3,396	-15%	-$345K	0.99%	35
2022 Q4	$2.37M	Buy	+22,786	New	+$2.33M	1.21%	30

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Argonautica Private Wealth Management's PSX Position: Q2 2026 in Review

Argonautica Private Wealth Management reduced its Phillips 66 (PSX) stake by 2.9% in Q2 2026, selling an estimated $90.5K and leaving 17,433 shares worth $2.95M. The position accounts for 0.72% of the portfolio, ranked #37.

Argonautica Private Wealth Management first reported a position in PSX in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.27M in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Argonautica Private Wealth Management held 17,433 shares of Phillips 66 worth $2.95M as of Q2 2026.
Argonautica Private Wealth Management sold 526 Phillips 66 shares in Q2 2026, an estimated $90.5K.
Phillips 66 made up 0.72% of Argonautica Private Wealth Management's portfolio in Q2 2026, its #37 holding.
Argonautica Private Wealth Management first reported a position in Phillips 66 in Q4 2022 and has held it in 15 quarters since.
Argonautica Private Wealth Management's Phillips 66 position peaked at $3.27M in Q1 2026.
2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Argonautica Private Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.