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Blue Rock Wealth Management’s Phillips 66 PSX Stock Holding History

Blue Rock 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 		– Sell
-1,524
Closed -$278K – 119
2026
Q1 		$278K Buy
+1,524
New +$239K 0.18% 81
2025
Q4 		– Sell
-1,524
Closed -$207K – 108
2025
Q3 		$207K Buy
+1,524
New +$195K 0.13% 98
2025
Q2 		– Sell
-1,674
Closed -$207K – 104
2025
Q1 		$207K Buy
+1,674
New +$206K 0.18% 93

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

Blue Rock Wealth Management's PSX Position: Q2 2026 in Review

Blue Rock Wealth Management sold out of Phillips 66 (PSX) in Q2 2026, closing a stake of 1,524 shares — an estimated $278K sold.

Blue Rock Wealth Management first reported a position in PSX in Q1 2025 and held it in 3 quarters. The position peaked at $278K in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Blue Rock Wealth Management reported no remaining Phillips 66 position as of Q2 2026 after selling out during the quarter.
  • Blue Rock Wealth Management sold 1,524 Phillips 66 shares in Q2 2026, an estimated $278K.
  • Blue Rock Wealth Management first reported a position in Phillips 66 in Q1 2025 and held it in 3 quarters.
  • Blue Rock Wealth Management's Phillips 66 position peaked at $278K in Q1 2026.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Blue Rock Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.