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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
Q2 		$327K Sell
1,933
-24
-1% -$4.13K 0.12% 122
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 $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

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

BKM Wealth Management reduced its Phillips 66 (PSX) stake by 1.2% in Q2 2026, selling an estimated $4.13K and leaving 1,933 shares worth $327K. The position accounts for 0.12% of the portfolio, ranked #122.

BKM Wealth Management first reported a position in PSX in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.62M in Q1 2024. 2,106 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • BKM Wealth Management held 1,933 shares of Phillips 66 worth $327K as of Q2 2026.
  • BKM Wealth Management sold 24 Phillips 66 shares in Q2 2026, an estimated $4.13K.
  • Phillips 66 made up 0.12% of BKM Wealth Management's portfolio in Q2 2026, its #122 holding.
  • BKM Wealth Management first reported a position in Phillips 66 in Q4 2023 and has held it in 11 quarters since.
  • BKM Wealth Management's Phillips 66 position peaked at $2.62M in Q1 2024.
  • 2,106 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.