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Avion Wealth’s Phillips 66 PSX Stock Holding History

Avion 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 		$232K Buy
1,376
+15
+1% +$2.58K 0.04% 110
2026
Q1 		$247K Buy
1,361
+547
+67% +$85.7K 0.05% 88
2025
Q4 		$105K Sell
814
-4
-0.5% -$538 0.02% 144
2025
Q3 		$111K Buy
818
+12
+1% +$1.54K 0.02% 144
2025
Q2 		$96K Buy
806
+13
+2% +$1.46K 0.02% 150
2025
Q1 		$90K Hold
793
– – 0.02% 141
2024
Q4 		$90K Sell
793
-17
-2% -$2.16K 0.02% 141
2024
Q3 		$106K Buy
810
+105
+15% +$14.2K 0.03% 119
2024
Q2 		$99K Sell
705
-87
-11% -$12.9K 0.03% 117
2024
Q1 		$130K Buy
792
+98
+14% +$14.1K 0.03% 97
2023
Q4 		$92K Sell
694
-288
-29% -$34.4K 0.03% 115
2023
Q3 		$117K Sell
982
-441
-31% -$49.5K 0.03% 94
2023
Q2 		$135K Buy
1,423
+7
+0.5% +$680 0.04% 90
2023
Q1 		$147K Buy
1,416
+5
+0.4% +$508 0.04% 81
2022
Q4 		$113K Hold
1,411
– – 0.04% 92
2022
Q3 		$114K Hold
1,411
– – 0.04% 92
2022
Q2 		$116K Hold
1,411
– – 0.04% 84
2022
Q1 		$122K Buy
1,411
+750
+113% +$63.1K 0.04% 79
2021
Q4 		$48K Sell
661
-243
-27% -$18.4K 0.01% 130
2021
Q3 		$63K Hold
904
– – 0.02% 114
2021
Q2 		$78K Hold
904
– – 0.02% 94
2021
Q1 		$74K Hold
904
– – 0.03% 95
2020
Q4 		$63K Buy
904
+285
+46% +$16.7K 0.02% 107
2020
Q3 		$32K Buy
619
+100
+19% +$6.1K 0.01% 112
2020
Q2 		$37K Hold
519
– – 0.01% 104
2020
Q1 		$28K Buy
+519
New +$42.2K 0.01% 109

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

Avion Wealth's PSX Position: Q2 2026 in Review

Avion Wealth increased its Phillips 66 (PSX) stake by 1.1% in Q2 2026, buying an estimated $2.58K and bringing the position to 1,376 shares worth $232K. The position accounts for 0.04% of the portfolio, ranked #110.

Avion Wealth first reported a position in PSX in Q1 2020 and has held it in 26 quarters since. The position peaked at $247K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Avion Wealth held 1,376 shares of Phillips 66 worth $232K as of Q2 2026.
  • Avion Wealth bought 15 Phillips 66 shares in Q2 2026, an estimated $2.58K.
  • Phillips 66 made up 0.04% of Avion Wealth's portfolio in Q2 2026, its #110 holding.
  • Avion Wealth first reported a position in Phillips 66 in Q1 2020 and has held it in 26 quarters since.
  • Avion Wealth's Phillips 66 position peaked at $247K in Q1 2026.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.