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Basepoint Wealth’s Phillips 66 PSX Stock Holding History

Basepoint 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 		$704K Sell
4,165
-180
-4% -$31K 0.4% 47
2026
Q1 		$792K Sell
4,345
-48
-1% -$7.52K 0.45% 35
2025
Q4 		$567K Sell
4,393
-910
-17% -$122K 0.34% 47
2025
Q3 		$721K Sell
5,303
-25
-0.5% -$3.2K 0.51% 40
2025
Q2 		$636K Sell
5,328
-111
-2% -$12.4K 0.49% 42
2025
Q1 		$672K Sell
5,439
-580
-10% -$71.5K 0.53% 40
2024
Q4 		$686K Buy
6,019
+570
+10% +$72.5K 0.55% 41
2024
Q3 		$716K Sell
5,449
-99
-2% -$13.4K 0.53% 43
2024
Q2 		$783K Sell
5,548
-670
-11% -$99.2K 0.62% 38
2024
Q1 		$1.02M Sell
6,218
-1,864
-23% -$269K 0.76% 29
2023
Q4 		$1.08M Sell
8,082
-1,008
-11% -$120K 0.86% 24
2023
Q3 		$1.09M Sell
9,090
-596
-6% -$66.9K 0.89% 24
2023
Q2 		$924K Sell
9,686
-89
-0.9% -$8.65K 0.76% 34
2023
Q1 		$991K Sell
9,775
-433
-4% -$44K 0.83% 27
2022
Q4 		$1.06M Sell
10,208
-272
-3% -$27.8K 0.94% 23
2022
Q3 		$846K Sell
10,480
-196
-2% -$16.7K 0.9% 22
2022
Q2 		$875K Sell
10,676
-3,368
-24% -$312K 0.91% 22
2022
Q1 		$1.21M Sell
14,044
-1,832
-12% -$154K 1.12% 18
2021
Q4 		$1.15M Buy
+15,876
New +$1.2M 1.13% 18

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

Basepoint Wealth's PSX Position: Q2 2026 in Review

Basepoint Wealth reduced its Phillips 66 (PSX) stake by 4.1% in Q2 2026, selling an estimated $31K and leaving 4,165 shares worth $704K. The position accounts for 0.4% of the portfolio, ranked #47.

Basepoint Wealth first reported a position in PSX in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.21M in Q1 2022. 2,103 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Basepoint Wealth held 4,165 shares of Phillips 66 worth $704K as of Q2 2026.
  • Basepoint Wealth sold 180 Phillips 66 shares in Q2 2026, an estimated $31K.
  • Phillips 66 made up 0.4% of Basepoint Wealth's portfolio in Q2 2026, its #47 holding.
  • Basepoint Wealth first reported a position in Phillips 66 in Q4 2021 and has held it in 19 quarters since.
  • Basepoint Wealth's Phillips 66 position peaked at $1.21M in Q1 2022.
  • 2,103 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Basepoint Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.