Atlantic Private Wealth’s Phillips 66 PSX Stock Holding History

Atlantic 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 Q1	$367	Hold	2	–	–	﹤0.01%	290
2025 Q4	$260	Buy	+2	New	+$269	﹤0.01%	372

Other funds holding PSX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Atlantic Private Wealth's PSX Position: Q1 2026 in Review

Atlantic Private Wealth held its Phillips 66 (PSX) position steady in Q1 2026 at 2 shares worth $367. The position accounts for ﹤0.01% of the portfolio, ranked #290.

Atlantic Private Wealth first reported a position in PSX in Q4 2025 and has held it in 2 quarters since. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

Atlantic Private Wealth held 2 shares of Phillips 66 worth $367 as of Q1 2026.
Atlantic Private Wealth left its Phillips 66 share count unchanged in Q1 2026.
Phillips 66 made up ﹤0.01% of Atlantic Private Wealth's portfolio in Q1 2026, its #290 holding.
Atlantic Private Wealth first reported a position in Phillips 66 in Q4 2025 and has held it in 2 quarters since.
2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Atlantic Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.