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Axxcess Wealth Management’s Phillips 66 PSX Stock Holding History

Axxcess 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 		$2.3M Sell
13,591
-697
-5% -$120K 0.04% 369
2026
Q1 		$2.6M Buy
14,288
+3,003
+27% +$471K 0.08% 174
2025
Q4 		$1.46M Buy
11,285
+4,573
+68% +$616K 0.03% 434
2025
Q3 		$913K Sell
6,712
-164
-2% -$21K 0.02% 465
2025
Q2 		$820K Sell
6,876
-28
-0.4% -$3.14K 0.02% 476
2025
Q1 		$852K Buy
6,904
+33
+0.5% +$4.07K 0.02% 434
2024
Q4 		$783K Sell
6,871
-44
-0.6% -$5.6K 0.02% 454
2024
Q3 		$909K Sell
6,915
-2,298
-25% -$310K 0.02% 409
2024
Q2 		$1.3M Sell
9,213
-2,990
-25% -$443K 0.03% 330
2024
Q1 		$1.99M Buy
12,203
+2,404
+25% +$346K 0.05% 250
2023
Q4 		$1.3M Sell
9,799
-3,251
-25% -$389K 0.04% 310
2023
Q3 		$1.57M Buy
13,050
+9,431
+261% +$1.06M 0.05% 240
2023
Q2 		$345K Sell
3,619
-88
-2% -$8.55K 0.03% 422
2023
Q1 		$376K Sell
3,707
-129
-3% -$13.1K 0.03% 433
2022
Q4 		$399K Sell
3,836
-61
-2% -$6.24K 0.03% 394
2022
Q3 		$315K Buy
3,897
+934
+32% +$79.6K 0.03% 391
2022
Q2 		$243K Sell
2,963
-128
-4% -$11.8K 0.02% 449
2022
Q1 		$267K Buy
+3,091
New +$260K 0.02% 502

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

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

Axxcess Wealth Management reduced its Phillips 66 (PSX) stake by 4.9% in Q2 2026, selling an estimated $120K and leaving 13,591 shares worth $2.3M. The position accounts for 0.04% of the portfolio, ranked #369.

Axxcess Wealth Management first reported a position in PSX in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.6M in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Axxcess Wealth Management held 13,591 shares of Phillips 66 worth $2.3M as of Q2 2026.
  • Axxcess Wealth Management sold 697 Phillips 66 shares in Q2 2026, an estimated $120K.
  • Phillips 66 made up 0.04% of Axxcess Wealth Management's portfolio in Q2 2026, its #369 holding.
  • Axxcess Wealth Management first reported a position in Phillips 66 in Q1 2022 and has held it in 18 quarters since.
  • Axxcess Wealth Management's Phillips 66 position peaked at $2.6M in Q1 2026.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.