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BKM Wealth Management’s Phillips 66 PSX Stock Holding History

BKM 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 		$357K Sell
1,957
-38
-2% -$5.96K 0.13% 117
2025
Q4 		$257K Sell
1,995
-32
-2% -$4.31K 0.09% 135
2025
Q3 		$276K Sell
2,027
-232
-10% -$29.7K 0.1% 133
2025
Q2 		$269K Buy
2,259
+7
+0.3% +$784 0.11% 133
2025
Q1 		$278K Sell
2,252
-1,221
-35% -$150K 0.11% 132
2024
Q4 		$396K Sell
3,473
-990
-22% -$126K 0.16% 117
2024
Q3 		$587K Sell
4,463
-10,300
-70% -$1.39M 0.24% 105
2024
Q2 		$2.08M Sell
14,763
-1,301
-8% -$193K 1% 26
2024
Q1 		$2.62M Buy
16,064
+568
+4% +$81.9K 1.13% 20
2023
Q4 		$2.06M Buy
+15,496
New +$1.85M 0.88% 24

Other funds holding PSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BKM Wealth Management's PSX Position: Q1 2026 in Review

BKM Wealth Management reduced its Phillips 66 (PSX) stake by 1.9% in Q1 2026, selling an estimated $5.96K and leaving 1,957 shares worth $357K. The position accounts for 0.13% of the portfolio, ranked #117.

BKM Wealth Management first reported a position in PSX in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.62M in Q1 2024. 2,119 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • BKM Wealth Management held 1,957 shares of Phillips 66 worth $357K as of Q1 2026.
  • BKM Wealth Management sold 38 Phillips 66 shares in Q1 2026, an estimated $5.96K.
  • Phillips 66 made up 0.13% of BKM Wealth Management's portfolio in Q1 2026, its #117 holding.
  • BKM Wealth Management first reported a position in Phillips 66 in Q4 2023 and has held it in 10 quarters since.
  • BKM Wealth Management's Phillips 66 position peaked at $2.62M in Q1 2024.
  • 2,119 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on BKM Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.