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Beaird Harris Wealth Management’s Phillips 66 PSX Stock Holding History

Beaird Harris 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 		$159K Buy
939
+200
+27% +$34.4K 0.01% 161
2026
Q1 		$135K Hold
739
– – 0.01% 159
2025
Q4 		$95.4K Hold
739
– – 0.01% 196
2025
Q3 		$101K Buy
739
+5
+0.7% +$641 0.01% 180
2025
Q2 		$87.6K Hold
734
– – 0.01% 196
2025
Q1 		$90.6K Sell
734
-9
-1% -$1.11K 0.01% 175
2024
Q4 		$84.7K Buy
743
+9
+1% +$1.15K 0.01% 187
2024
Q3 		$96.5K Sell
734
-2,924
-80% -$395K 0.01% 181
2024
Q2 		$516K Sell
3,658
-4
-0.1% -$592 0.05% 75
2024
Q1 		$598K Hold
3,662
– – 0.06% 69
2023
Q4 		$488K Buy
3,662
+4
+0.1% +$478 0.05% 66
2023
Q3 		$440K Hold
3,658
– – 0.05% 62
2023
Q2 		$349K Sell
3,658
-2
-0.1% -$194 0.04% 68
2023
Q1 		$371K Hold
3,660
– – 0.07% 63
2022
Q4 		$381K Hold
3,660
– – 0.07% 63
2022
Q3 		$295K Buy
3,660
+2,926
+399% +$249K 0.06% 63
2022
Q2 		$60K Sell
734
-2,926
-80% -$271K 0.02% 127
2022
Q1 		$316K Hold
3,660
– – 0.11% 66
2021
Q4 		$265K Buy
+3,660
New +$277K 0.1% 98

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

Beaird Harris Wealth Management's PSX Position: Q2 2026 in Review

Beaird Harris Wealth Management increased its Phillips 66 (PSX) stake by 27% in Q2 2026, buying an estimated $34.4K and bringing the position to 939 shares worth $159K. The position accounts for 0.01% of the portfolio, ranked #161.

Beaird Harris Wealth Management first reported a position in PSX in Q4 2021 and has held it in 19 quarters since. The position peaked at $598K in Q1 2024. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Beaird Harris Wealth Management held 939 shares of Phillips 66 worth $159K as of Q2 2026.
  • Beaird Harris Wealth Management bought 200 Phillips 66 shares in Q2 2026, an estimated $34.4K.
  • Phillips 66 made up 0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #161 holding.
  • Beaird Harris Wealth Management first reported a position in Phillips 66 in Q4 2021 and has held it in 19 quarters since.
  • Beaird Harris Wealth Management's Phillips 66 position peaked at $598K in Q1 2024.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.