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Aries Wealth Management’s Phillips 66 PSX Stock Holding History

Aries 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 		$503K Hold
2,973
– – 0.1% 153
2026
Q1 		$542K Hold
2,973
– – 0.12% 139
2025
Q4 		$384K Hold
2,973
– – 0.08% 168
2025
Q3 		$404K Hold
2,973
– – 0.1% 163
2025
Q2 		$355K Hold
2,973
– – 0.09% 162
2025
Q1 		$367K Hold
2,973
– – 0.1% 164
2024
Q4 		$339K Hold
2,973
– – 0.09% 169
2024
Q3 		$391K Sell
2,973
-110
-4% -$14.9K 0.11% 157
2024
Q2 		$435K Hold
3,083
– – 0.14% 129
2024
Q1 		$504K Buy
3,083
+120
+4% +$17.3K 0.16% 126
2023
Q4 		$394K Buy
2,963
+425
+17% +$50.8K 0.14% 133
2023
Q3 		$284K Buy
2,538
+120
+5% +$13.5K 0.11% 159
2023
Q2 		$231K Buy
2,418
+15
+0.6% +$1.46K 0.09% 172
2023
Q1 		$244K Hold
2,403
– – 0.1% 169
2022
Q4 		$250K Hold
2,403
– – 0.11% 162
2022
Q3 		$251K Sell
2,403
-465
-16% -$39.6K 0.11% 155
2022
Q2 		$235K Buy
+2,868
New +$265K 0.11% 150
2022
Q1 		– Sell
-2,773
Closed -$201K – 183
2021
Q4 		$201K Buy
+2,773
New +$210K 0.08% 182
2021
Q3 		– Sell
-2,795
Closed -$240K – 184
2021
Q2 		$240K Sell
2,795
-65
-2% -$5.49K 0.1% 156
2021
Q1 		$227K Sell
2,860
-20
-0.7% -$1.57K 0.1% 159
2020
Q4 		$204K Buy
+2,880
New +$169K 0.1% 155
2020
Q3 		– Sell
-3,791
Closed -$273K – 153
2020
Q2 		$273K Buy
+3,791
New +$268K 0.17% 113
2020
Q1 		– Sell
-3,585
Closed -$386K – 150
2019
Q4 		$386K Buy
3,585
+445
+14% +$50K 0.24% 99
2019
Q3 		$335K Hold
3,140
– – 0.22% 101
2019
Q2 		$304K Buy
+3,140
New +$282K 0.21% 108

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

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

Aries Wealth Management held its Phillips 66 (PSX) position steady in Q2 2026 at 2,973 shares worth $503K. The position accounts for 0.1% of the portfolio, ranked #153.

Aries Wealth Management first reported a position in PSX in Q2 2019 and has held it in 25 quarters since. The position peaked at $542K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Aries Wealth Management held 2,973 shares of Phillips 66 worth $503K as of Q2 2026.
  • Aries Wealth Management left its Phillips 66 share count unchanged in Q2 2026.
  • Phillips 66 made up 0.1% of Aries Wealth Management's portfolio in Q2 2026, its #153 holding.
  • Aries Wealth Management first reported a position in Phillips 66 in Q2 2019 and has held it in 25 quarters since.
  • Aries Wealth Management's Phillips 66 position peaked at $542K in Q1 2026.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Aries Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.