Beirne Wealth Consulting Services’s Phillips 66 PSX Stock Holding History

Beirne Wealth Consulting Services’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	$323K	Hold	1,913	–	–	0.06%	81
2026 Q1	$349K	Buy	1,913 +13	+0.7%	+$2.04K	0.1%	82
2025 Q4	$245K	Sell	1,900 -61	-3%	-$8.21K	0.07%	99
2025 Q3	$267K	Buy	1,961 +261	+15%	+$33.4K	0.06%	174
2025 Q2	$203K	Hold	1,700	–	–	0.07%	97
2025 Q1	$210K	Buy	+1,700	New	+$210K	0.07%	95
2024 Q4	–	Sell	-1,700	Closed	-$223K	–	105
2024 Q3	$223K	Hold	1,700	–	–	0.08%	91
2024 Q2	$240K	Hold	1,700	–	–	0.1%	86
2024 Q1	$278K	Sell	1,700 -120	-7%	-$17.3K	0.12%	79
2023 Q4	$242K	Buy	+1,820	New	+$218K	0.12%	123
2019 Q1	–	Sell	-5,550	Closed	-$478K	–	195
2018 Q4	$478K	Buy	+5,550	New	+$542K	0.41%	75

Other funds holding PSX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MSRPS

Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

Beirne Wealth Consulting Services's PSX Position: Q2 2026 in Review

Beirne Wealth Consulting Services held its Phillips 66 (PSX) position steady in Q2 2026 at 1,913 shares worth $323K. The position accounts for 0.06% of the portfolio, ranked #81.

Beirne Wealth Consulting Services first reported a position in PSX in Q4 2018 and has held it in 11 quarters since. The position peaked at $478K in Q4 2018. 964 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Beirne Wealth Consulting Services held 1,913 shares of Phillips 66 worth $323K as of Q2 2026.
Beirne Wealth Consulting Services left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 0.06% of Beirne Wealth Consulting Services's portfolio in Q2 2026, its #81 holding.
Beirne Wealth Consulting Services first reported a position in Phillips 66 in Q4 2018 and has held it in 11 quarters since.
Beirne Wealth Consulting Services's Phillips 66 position peaked at $478K in Q4 2018.
964 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Beirne Wealth Consulting Services's 13F filing for Q2 2026, filed 15 Jul 2026.