Bartlett & Co Wealth Management’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3M | Buy |
17,768
+191
| +1% | +$32.9K | 0.04% | 179 |
|
|
2026
Q1 | $3.14M | Buy |
17,577
+563
| +3% | +$88.2K | 0.04% | 169 |
|
|
2025
Q4 | $2.2M | Hold |
17,014
| – | – | 0.03% | 193 |
|
|
2025
Q3 | $2.31M | Sell |
17,014
-661
| -4% | -$84.7K | 0.03% | 190 |
|
|
2025
Q2 | $2.11M | Buy |
17,675
+4
| +0% | +$448 | 0.03% | 191 |
|
|
2025
Q1 | $2.18M | Sell |
17,671
-96
| -0.5% | -$11.8K | 0.03% | 183 |
|
|
2024
Q4 | $2.02M | Sell |
17,767
-555
| -3% | -$70.6K | 0.03% | 194 |
|
|
2024
Q3 | $2.41M | Hold |
18,322
| – | – | 0.03% | 183 |
|
|
2024
Q2 | $2.59M | Buy |
18,322
+1
| +0% | +$148 | 0.04% | 172 |
|
|
2024
Q1 | $2.99M | Buy |
18,321
+23
| +0.1% | +$3.31K | 0.05% | 165 |
|
|
2023
Q4 | $2.43M | Sell |
18,298
-410
| -2% | -$49K | 0.04% | 188 |
|
|
2023
Q3 | $2.25M | Sell |
18,708
-34
| -0.2% | -$3.82K | 0.04% | 183 |
|
|
2023
Q2 | $1.79M | Buy |
18,742
+5,375
| +40% | +$523K | 0.03% | 209 |
|
|
2023
Q1 | $1.36M | Hold |
13,367
| – | – | 0.03% | 204 |
|
|
2022
Q4 | $1.39M | Buy |
13,367
+30
| +0.2% | +$3.07K | 0.03% | 202 |
|
|
2022
Q3 | $1.08M | Hold |
13,337
| – | – | 0.02% | 217 |
|
|
2022
Q2 | $1.09M | Sell |
13,337
-4,880
| -27% | -$451K | 0.02% | 213 |
|
|
2022
Q1 | $1.57M | Buy |
18,217
+4,614
| +34% | +$388K | 0.03% | 196 |
|
|
2021
Q4 | $986K | Sell |
13,603
-302
| -2% | -$22.8K | 0.02% | 236 |
|
|
2021
Q3 | $974K | Buy |
13,905
+185
| +1% | +$13.4K | 0.02% | 207 |
|
|
2021
Q2 | $1.18M | Hold |
13,720
| – | – | 0.02% | 199 |
|
|
2021
Q1 | $1.12M | Sell |
13,720
-12
| -0.1% | -$942 | 0.02% | 200 |
|
|
2020
Q4 | $960K | Sell |
13,732
-654
| -5% | -$38.4K | 0.02% | 204 |
|
|
2020
Q3 | $746K | Sell |
14,386
-591
| -4% | -$36.1K | 0.02% | 214 |
|
|
2020
Q2 | $1.08M | Sell |
14,977
-541
| -3% | -$38.3K | 0.03% | 195 |
|
|
2020
Q1 | $833K | Buy |
15,518
+412
| +3% | +$33.5K | 0.03% | 202 |
|
|
2019
Q4 | $1.68M | Sell |
15,106
-11
| -0.1% | -$1.24K | 0.04% | 181 |
|
|
2019
Q3 | $1.55M | Buy |
15,117
+11,798
| +355% | +$1.18M | 0.04% | 184 |
|
|
2019
Q2 | $310K | Buy |
3,319
+14
| +0.4% | +$1.26K | 0.01% | 228 |
|
|
2019
Q1 | $315K | Hold |
3,305
| – | – | 0.01% | 227 |
|
|
2018
Q4 | $285K | Buy |
3,305
+286
| +9% | +$27.9K | 0.01% | 228 |
|
|
2018
Q3 | $340K | Buy |
3,019
+69
| +2% | +$7.98K | 0.01% | 221 |
|
|
2018
Q2 | $331K | Hold |
2,950
| – | – | 0.01% | 220 |
|
|
2018
Q1 | $283K | Buy |
+2,950
| New | +$287K | 0.01% | 225 |
|
Other funds holding PSX
EIM
Bartlett & Co Wealth Management's PSX Position: Q2 2026 in Review
Bartlett & Co Wealth Management increased its Phillips 66 (PSX) stake by 1.1% in Q2 2026, buying an estimated $32.9K and bringing the position to 17,768 shares worth $3M. The position accounts for 0.04% of the portfolio, ranked #179.
Bartlett & Co Wealth Management first reported a position in PSX in Q1 2018 and has held it in 34 quarters since. The position peaked at $3.14M in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.
- Bartlett & Co Wealth Management held 17,768 shares of Phillips 66 worth $3M as of Q2 2026.
- Bartlett & Co Wealth Management bought 191 Phillips 66 shares in Q2 2026, an estimated $32.9K.
- Phillips 66 made up 0.04% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #179 holding.
- Bartlett & Co Wealth Management first reported a position in Phillips 66 in Q1 2018 and has held it in 34 quarters since.
- Bartlett & Co Wealth Management's Phillips 66 position peaked at $3.14M in Q1 2026.
- 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.
Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.