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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bennett Associates Wealth Management's PSX Position: Q1 2026 in Review

Bennett Associates Wealth Management reduced its Phillips 66 (PSX) stake by 12% in Q1 2026, selling an estimated $80.1K and leaving 3,816 shares worth $695K. The position accounts for 0.47% of the portfolio, ranked #26.

Bennett Associates Wealth Management first reported a position in PSX in Q4 2023 and has held it in 10 quarters since. 2,118 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

Bennett Associates Wealth Management held 3,816 shares of Phillips 66 worth $695K as of Q1 2026.
Bennett Associates Wealth Management sold 511 Phillips 66 shares in Q1 2026, an estimated $80.1K.
Phillips 66 made up 0.47% of Bennett Associates Wealth Management's portfolio in Q1 2026, its #26 holding.
Bennett Associates Wealth Management first reported a position in Phillips 66 in Q4 2023 and has held it in 10 quarters since.
2,118 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Bennett Associates Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.