Bradley & Co Private Wealth Management’s Phillips 66 PSX Stock Holding History

Bradley & Co Private 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	$11.3K	Hold	67	–	–	0.01%	138
2026 Q1	$12.2K	Hold	67	–	–	0.01%	130
2025 Q4	$8.64K	Hold	67	–	–	﹤0.01%	134
2025 Q3	$9.11K	Buy	67 +23	+52%	+$2.95K	0.01%	131
2025 Q2	$5.25K	Hold	44	–	–	﹤0.01%	141
2025 Q1	$5.43K	Hold	44	–	–	﹤0.01%	134
2024 Q4	$5.01K	Buy	+44	New	+$5.6K	﹤0.01%	139
2024 Q2	$6.21K	Hold	44	–	–	﹤0.01%	127
2024 Q1	$7.19K	Hold	44	–	–	0.01%	127
2023 Q4	$5.86K	Hold	44	–	–	0.01%	142
2023 Q3	$5.29K	Hold	44	–	–	0.01%	130
2023 Q2	$4.2K	Hold	44	–	–	﹤0.01%	137
2023 Q1	$4.46K	Hold	44	–	–	﹤0.01%	136
2022 Q4	$4.58K	Hold	44	–	–	0.01%	136
2022 Q3	$4K	Hold	44	–	–	﹤0.01%	150
2022 Q2	$4K	Buy	+44	New	+$4.07K	﹤0.01%	155

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bradley & Co Private Wealth Management's PSX Position: Q2 2026 in Review

Bradley & Co Private Wealth Management held its Phillips 66 (PSX) position steady in Q2 2026 at 67 shares worth $11.3K. The position accounts for 0.01% of the portfolio, ranked #138.

Bradley & Co Private Wealth Management first reported a position in PSX in Q2 2022 and has held it in 16 quarters since. The position peaked at $12.2K in Q1 2026. 2,095 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Bradley & Co Private Wealth Management held 67 shares of Phillips 66 worth $11.3K as of Q2 2026.
Bradley & Co Private Wealth Management left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 0.01% of Bradley & Co Private Wealth Management's portfolio in Q2 2026, its #138 holding.
Bradley & Co Private Wealth Management first reported a position in Phillips 66 in Q2 2022 and has held it in 16 quarters since.
Bradley & Co Private Wealth Management's Phillips 66 position peaked at $12.2K in Q1 2026.
2,095 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.