Biltmore Wealth Management’s Phillips 66 PSX Stock Holding History

Biltmore 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	$646K	Sell	3,820 -151	-4%	-$26K	0.2%	40
2026 Q1	$723K	Sell	3,971 -128	-3%	-$20.1K	0.26%	33
2025 Q4	$529K	Buy	4,099 +26	+0.6%	+$3.5K	0.2%	43
2025 Q3	$554K	Buy	4,073 +460	+13%	+$58.9K	0.21%	43
2025 Q2	$431K	Buy	3,613 +85	+2%	+$9.52K	0.17%	44
2025 Q1	$436K	Sell	3,528 -62	-2%	-$7.64K	0.18%	44
2024 Q4	$409K	Buy	3,590 +22	+0.6%	+$2.8K	0.17%	45
2024 Q3	$469K	Buy	3,568 +172	+5%	+$23.2K	0.19%	43
2024 Q2	$479K	Buy	+3,396	New	+$503K	0.21%	43

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

Biltmore Wealth Management's PSX Position: Q2 2026 in Review

Biltmore Wealth Management reduced its Phillips 66 (PSX) stake by 3.8% in Q2 2026, selling an estimated $26K and leaving 3,820 shares worth $646K. The position accounts for 0.2% of the portfolio, ranked #40.

Biltmore Wealth Management first reported a position in PSX in Q2 2024 and has held it in 9 quarters since. The position peaked at $723K in Q1 2026. 2,102 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Biltmore Wealth Management held 3,820 shares of Phillips 66 worth $646K as of Q2 2026.
Biltmore Wealth Management sold 151 Phillips 66 shares in Q2 2026, an estimated $26K.
Phillips 66 made up 0.2% of Biltmore Wealth Management's portfolio in Q2 2026, its #40 holding.
Biltmore Wealth Management first reported a position in Phillips 66 in Q2 2024 and has held it in 9 quarters since.
Biltmore Wealth Management's Phillips 66 position peaked at $723K in Q1 2026.
2,102 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Biltmore Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.