Bennett Associates Wealth Management’s Phillips 66 PSX Stock Holding History

Bennett Associates 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	–	Sell	-3,816	Closed	-$695K	–	63
2026 Q1	$695K	Sell	3,816 -511	-12%	-$80.1K	0.47%	26
2025 Q4	$558K	Sell	4,327 -121	-3%	-$16.3K	0.39%	27
2025 Q3	$605K	Sell	4,448 -112	-2%	-$14.3K	0.44%	24
2025 Q2	$544K	Buy	4,560 +697	+18%	+$78.1K	0.42%	25
2025 Q1	$477K	Sell	3,863 -437	-10%	-$53.9K	0.39%	24
2024 Q4	$490K	Buy	4,300 +421	+11%	+$53.6K	0.41%	25
2024 Q3	$510K	Buy	3,879 +134	+4%	+$18.1K	0.42%	27
2024 Q2	$529K	Sell	3,745 -348	-9%	-$51.5K	0.48%	23
2024 Q1	$669K	Sell	4,093 -487	-11%	-$70.2K	0.6%	23
2023 Q4	$610K	Buy	+4,580	New	+$547K	0.59%	21

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bennett Associates Wealth Management's PSX Position: Q2 2026 in Review

Bennett Associates Wealth Management sold out of Phillips 66 (PSX) in Q2 2026, closing a stake of 3,816 shares — an estimated $695K sold.

Bennett Associates Wealth Management first reported a position in PSX in Q4 2023 and held it in 10 quarters. The position peaked at $695K in Q1 2026. 2,102 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Bennett Associates Wealth Management reported no remaining Phillips 66 position as of Q2 2026 after selling out during the quarter.
Bennett Associates Wealth Management sold 3,816 Phillips 66 shares in Q2 2026, an estimated $695K.
Bennett Associates Wealth Management first reported a position in Phillips 66 in Q4 2023 and held it in 10 quarters.
Bennett Associates Wealth Management's Phillips 66 position peaked at $695K in Q1 2026.
2,102 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Bennett Associates Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.