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Atticus Wealth Management’s Phillips 66 PSX Stock Holding History

Atticus 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 		$553K Sell
3,271
-32
-1% -$5.51K 0.13% 99
2026
Q1 		$602K Sell
3,303
-227
-6% -$35.6K 0.16% 95
2025
Q4 		$455K Sell
3,530
-477
-12% -$64.2K 0.11% 111
2025
Q3 		$545K Buy
4,007
+1,517
+61% +$194K 0.14% 101
2025
Q2 		$297K Buy
2,490
+2,330
+1,456% +$261K 0.08% 130
2025
Q1 		$19.8K Hold
160
– – 0.01% 320
2024
Q4 		$18.2K Hold
160
– – 0.01% 337
2024
Q3 		$21K Hold
160
– – 0.01% 327
2024
Q2 		$22.6K Hold
160
– – 0.01% 301
2024
Q1 		$26.1K Hold
160
– – 0.01% 299
2023
Q4 		$21.3K Hold
160
– – 0.01% 326
2023
Q3 		$19.2K Hold
160
– – 0.01% 337
2023
Q2 		$15.3K Hold
160
– – 0.01% 362
2023
Q1 		$16.2K Hold
160
– – 0.01% 336
2022
Q4 		$16.7K Sell
160
-77
-32% -$7.88K 0.01% 346
2022
Q3 		$19K Hold
237
– – 0.01% 319
2022
Q2 		$19K Hold
237
– – 0.01% 348
2022
Q1 		$20K Buy
237
+77
+48% +$6.48K 0.01% 339
2021
Q4 		$12K Buy
+160
New +$12.1K ﹤0.01% 351

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

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

Atticus Wealth Management reduced its Phillips 66 (PSX) stake by 0.97% in Q2 2026, selling an estimated $5.51K and leaving 3,271 shares worth $553K. The position accounts for 0.13% of the portfolio, ranked #99.

Atticus Wealth Management first reported a position in PSX in Q4 2021 and has held it in 19 quarters since. The position peaked at $602K in Q1 2026. 2,100 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Atticus Wealth Management held 3,271 shares of Phillips 66 worth $553K as of Q2 2026.
  • Atticus Wealth Management sold 32 Phillips 66 shares in Q2 2026, an estimated $5.51K.
  • Phillips 66 made up 0.13% of Atticus Wealth Management's portfolio in Q2 2026, its #99 holding.
  • Atticus Wealth Management first reported a position in Phillips 66 in Q4 2021 and has held it in 19 quarters since.
  • Atticus Wealth Management's Phillips 66 position peaked at $602K in Q1 2026.
  • 2,100 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.