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BIP Wealth’s Phillips 66 PSX Stock Holding History

BIP Wealth’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 		$355K Buy
+2,099
New +$361K 0.01% 426
2026
Q1 		– Sell
-1,932
Closed -$249K – 476
2025
Q4 		$249K Sell
1,932
-301
-13% -$40.5K 0.01% 398
2025
Q3 		$304K Buy
+2,233
New +$286K 0.02% 238
2025
Q2 		– Sell
-1,707
Closed -$211K – 292
2025
Q1 		$211K Buy
+1,707
New +$210K 0.01% 254
2024
Q4 		– Sell
-1,549
Closed -$204K – 279
2024
Q3 		$204K Buy
+1,549
New +$209K 0.01% 234

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

BIP Wealth's PSX Position: Q2 2026 in Review

BIP Wealth opened a new position in Phillips 66 (PSX) in Q2 2026: 2,099 shares worth $355K. The stake represents 0.01% of the portfolio and ranks #426 among its holdings. This is a return to the name: BIP Wealth previously reported a position in PSX as recently as Q4 2025.

BIP Wealth first reported a position in PSX in Q3 2024 and has held it in 5 quarters since. 2,095 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • BIP Wealth held 2,099 shares of Phillips 66 worth $355K as of Q2 2026.
  • Phillips 66 was a new BIP Wealth position in Q2 2026.
  • Phillips 66 made up 0.01% of BIP Wealth's portfolio in Q2 2026, its #426 holding.
  • BIP Wealth first reported a position in Phillips 66 in Q3 2024 and has held it in 5 quarters since.
  • 2,095 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.