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Ashton Thomas Private Wealth’s Phillips 66 PSX Stock Holding History

Ashton Thomas Private Wealth’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 		$2.32M Sell
13,743
-46
-0.3% -$7.92K 0.05% 355
2026
Q1 		$2.51M Sell
13,789
-1,170
-8% -$183K 0.06% 314
2025
Q4 		$1.93M Buy
14,959
+817
+6% +$110K 0.05% 332
2025
Q3 		$1.92M Buy
14,142
+2,930
+26% +$375K 0.05% 335
2025
Q2 		$1.34M Sell
11,212
-23,974
-68% -$2.69M 0.05% 347
2025
Q1 		$4.34M Buy
35,186
+3,296
+10% +$406K 0.17% 146
2024
Q4 		$3.63M Buy
31,890
+945
+3% +$120K 0.14% 177
2024
Q3 		$4.07M Sell
30,945
-128
-0.4% -$17.3K 0.21% 115
2024
Q2 		$4.39M Sell
31,073
-347
-1% -$51.4K 0.24% 106
2024
Q1 		$5.13M Sell
31,420
-685
-2% -$98.7K 0.29% 91
2023
Q4 		$4.27M Buy
32,105
+633
+2% +$75.7K 0.27% 103
2023
Q3 		$3.78M Buy
31,472
+5,831
+23% +$654K 0.28% 100
2023
Q2 		$2.45M Buy
25,641
+1,594
+7% +$155K 0.19% 145
2023
Q1 		$2.44M Buy
24,047
+4,265
+22% +$434K 0.21% 131
2022
Q4 		$2.06M Buy
19,782
+2,109
+12% +$216K 0.2% 142
2022
Q3 		$1.43M Buy
17,673
+4,385
+33% +$374K 0.16% 170
2022
Q2 		$1.09M Buy
13,288
+386
+3% +$35.7K 0.12% 200
2022
Q1 		$1.11M Buy
12,902
+2,573
+25% +$216K 0.1% 231
2021
Q4 		$748K Buy
+10,329
New +$781K 0.07% 286
2021
Q3 		– Sell
-5,846
Closed -$502K – 379
2021
Q2 		$502K Buy
5,846
+533
+10% +$45K 0.08% 243
2021
Q1 		$433K Buy
+5,313
New +$417K 0.07% 238
2020
Q1 		– Sell
-4,436
Closed -$494K – 239
2019
Q4 		$494K Sell
4,436
-3
-0.1% -$337 0.16% 141
2019
Q3 		$455K Buy
4,439
+30
+0.7% +$3.01K 0.19% 110
2019
Q2 		$412K Buy
4,409
+1,741
+65% +$156K 0.16% 117
2019
Q1 		$254K Buy
+2,668
New +$254K 0.1% 155

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

Ashton Thomas Private Wealth's PSX Position: Q2 2026 in Review

Ashton Thomas Private Wealth reduced its Phillips 66 (PSX) stake by 0.33% in Q2 2026, selling an estimated $7.92K and leaving 13,743 shares worth $2.32M. The position accounts for 0.05% of the portfolio, ranked #355.

Ashton Thomas Private Wealth first reported a position in PSX in Q1 2019 and has held it in 25 quarters since. The position peaked at $5.13M in Q1 2024. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Ashton Thomas Private Wealth held 13,743 shares of Phillips 66 worth $2.32M as of Q2 2026.
  • Ashton Thomas Private Wealth sold 46 Phillips 66 shares in Q2 2026, an estimated $7.92K.
  • Phillips 66 made up 0.05% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #355 holding.
  • Ashton Thomas Private Wealth first reported a position in Phillips 66 in Q1 2019 and has held it in 25 quarters since.
  • Ashton Thomas Private Wealth's Phillips 66 position peaked at $5.13M in Q1 2024.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.