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Basecamp Wealth Advisors’s Phillips 66 PSX Stock Holding History

Basecamp Wealth Advisors’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 		$335K Sell
1,980
-11
-0.6% -$1.89K 0.06% 179
2026
Q1 		$363K Buy
1,991
+133
+7% +$20.8K 0.08% 162
2025
Q4 		$240K Buy
+1,858
New +$250K 0.05% 208

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

Basecamp Wealth Advisors's PSX Position: Q2 2026 in Review

Basecamp Wealth Advisors reduced its Phillips 66 (PSX) stake by 0.55% in Q2 2026, selling an estimated $1.89K and leaving 1,980 shares worth $335K. The position accounts for 0.06% of the portfolio, ranked #179.

Basecamp Wealth Advisors first reported a position in PSX in Q4 2025 and has held it in 3 quarters since. The position peaked at $363K in Q1 2026. 2,090 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Basecamp Wealth Advisors held 1,980 shares of Phillips 66 worth $335K as of Q2 2026.
  • Basecamp Wealth Advisors sold 11 Phillips 66 shares in Q2 2026, an estimated $1.89K.
  • Phillips 66 made up 0.06% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #179 holding.
  • Basecamp Wealth Advisors first reported a position in Phillips 66 in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Phillips 66 position peaked at $363K in Q1 2026.
  • 2,090 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.