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BNC Wealth Management’s Phillips 66 PSX Stock Holding History

BNC 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 		– Sell
-1,651
Closed -$213K – 119
2025
Q4 		$213K Buy
1,651
+1
+0.1% +$135 0.05% 102
2025
Q3 		$224K Buy
+1,650
New +$211K 0.06% 98
2025
Q2 		– Sell
-1,649
Closed -$204K – 103
2025
Q1 		$204K Buy
+1,649
New +$203K 0.07% 95
2024
Q4 		– Sell
-1,647
Closed -$217K – 103
2024
Q3 		$217K Sell
1,647
-30,391
-95% -$4.1M 0.08% 87
2024
Q2 		$4.52M Buy
32,038
+2,182
+7% +$323K 1.68% 18
2024
Q1 		$4.88M Buy
29,856
+729
+3% +$105K 2.09% 13
2023
Q4 		$3.88M Sell
29,127
-10
-0% -$1.2K 1.83% 16
2023
Q3 		$3.5M Buy
29,137
+136
+0.5% +$15.3K 1.88% 14
2023
Q2 		$2.77M Buy
29,001
+8,512
+42% +$827K 1.47% 23
2023
Q1 		$2.08M Buy
20,489
+317
+2% +$32.2K 1.16% 34
2022
Q4 		$2.1M Buy
+20,172
New +$2.06M 1.24% 29
2022
Q3 		– Sell
-16,054
Closed -$1.32M – 115
2022
Q2 		$1.32M Buy
16,054
+12,927
+413% +$1.2M 0.69% 45
2022
Q1 		$270K Buy
+3,127
New +$263K 0.13% 101
2021
Q3 		– Sell
-15,749
Closed -$1.35M – 98
2021
Q2 		$1.35M Buy
+15,749
New +$1.33M 0.82% 42
2020
Q4 		– Sell
-1,176
Closed -$61K – 377
2020
Q3 		$61K Buy
+1,176
New +$71.8K 0.04% 153

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

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

BNC Wealth Management sold out of Phillips 66 (PSX) in Q1 2026, closing a stake of 1,651 shares — an estimated $213K sold.

BNC Wealth Management first reported a position in PSX in Q3 2020 and held it in 15 quarters. The position peaked at $4.88M in Q1 2024. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • BNC Wealth Management reported no remaining Phillips 66 position as of Q1 2026 after selling out during the quarter.
  • BNC Wealth Management sold 1,651 Phillips 66 shares in Q1 2026, an estimated $213K.
  • BNC Wealth Management first reported a position in Phillips 66 in Q3 2020 and held it in 15 quarters.
  • BNC Wealth Management's Phillips 66 position peaked at $4.88M in Q1 2024.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

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