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Brady Family Wealth’s Phillips 66 PSX Stock Holding History

Brady Family Wealth’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 		$5.95M Sell
35,188
-1,030
-3% -$177K 1.72% 21
2026
Q1 		$6.6M Buy
36,218
+1,431
+4% +$224K 2.06% 14
2025
Q4 		$4.49M Buy
34,787
+34
+0.1% +$4.58K 1.39% 26
2025
Q3 		$4.73M Sell
34,753
-2,727
-7% -$349K 1.46% 25
2025
Q2 		$4.47M Sell
37,480
-1,510
-4% -$169K 1.38% 28
2025
Q1 		$4.81M Buy
38,990
+2,362
+6% +$291K 1.54% 23
2024
Q4 		$4.17M Sell
36,628
-419
-1% -$53.3K 1.28% 29
2024
Q3 		$4.87M Sell
37,047
-219
-0.6% -$29.6K 1.46% 25
2024
Q2 		$5.26M Buy
37,266
+346
+0.9% +$51.2K 1.7% 21
2024
Q1 		$6.03M Sell
36,920
-926
-2% -$133K 1.96% 12
2023
Q4 		$5.04M Buy
37,846
+199
+0.5% +$23.8K 1.73% 18
2023
Q3 		$4.52M Buy
37,647
+795
+2% +$89.2K 1.75% 19
2023
Q2 		$3.51M Buy
36,852
+651
+2% +$63.3K 1.31% 32
2023
Q1 		$3.67M Buy
36,201
+2,178
+6% +$221K 1.45% 27
2022
Q4 		$3.54M Buy
+34,023
New +$3.48M 1.46% 27

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

Brady Family Wealth's PSX Position: Q2 2026 in Review

Brady Family Wealth reduced its Phillips 66 (PSX) stake by 2.8% in Q2 2026, selling an estimated $177K and leaving 35,188 shares worth $5.95M. The position accounts for 1.72% of the portfolio, ranked #21.

Brady Family Wealth first reported a position in PSX in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.6M in Q1 2026. 2,093 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Brady Family Wealth held 35,188 shares of Phillips 66 worth $5.95M as of Q2 2026.
  • Brady Family Wealth sold 1,030 Phillips 66 shares in Q2 2026, an estimated $177K.
  • Phillips 66 made up 1.72% of Brady Family Wealth's portfolio in Q2 2026, its #21 holding.
  • Brady Family Wealth first reported a position in Phillips 66 in Q4 2022 and has held it in 15 quarters since.
  • Brady Family Wealth's Phillips 66 position peaked at $6.6M in Q1 2026.
  • 2,093 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Brady Family Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.