Atlantic Edge Private Wealth Management’s Phillips 66 PSX Stock Holding History

Atlantic Edge 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	$10.1K	Hold	60	–	–	﹤0.01%	421
2026 Q1	$10.9K	Hold	60	–	–	﹤0.01%	376
2025 Q4	$7.74K	Sell	60 -159	-73%	-$21.4K	﹤0.01%	407
2025 Q3	$29.8K	Hold	219	–	–	0.01%	263
2025 Q2	$26.1K	Hold	219	–	–	0.01%	265
2025 Q1	$27K	Hold	219	–	–	0.01%	248
2024 Q4	$25K	Hold	219	–	–	0.01%	251
2024 Q3	$28.8K	Buy	219 +159	+265%	+$21.5K	0.01%	237
2024 Q2	$8.47K	Hold	60	–	–	﹤0.01%	331
2024 Q1	$9.8K	Hold	60	–	–	﹤0.01%	320
2023 Q4	$7.99K	Buy	+60	New	+$7.17K	﹤0.01%	315

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

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

Atlantic Edge Private Wealth Management held its Phillips 66 (PSX) position steady in Q2 2026 at 60 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #421.

Atlantic Edge Private Wealth Management first reported a position in PSX in Q4 2023 and has held it in 11 quarters since. The position peaked at $29.8K in Q3 2025. 2,095 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Atlantic Edge Private Wealth Management held 60 shares of Phillips 66 worth $10.1K as of Q2 2026.
Atlantic Edge Private Wealth Management left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #421 holding.
Atlantic Edge Private Wealth Management first reported a position in Phillips 66 in Q4 2023 and has held it in 11 quarters since.
Atlantic Edge Private Wealth Management's Phillips 66 position peaked at $29.8K in Q3 2025.
2,095 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

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