Brandywine Oak Private Wealth’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $628K | Buy |
3,718
+452
| +14% | +$77.8K | 0.05% | 146 |
|
|
2026
Q1 | $595K | Buy |
3,266
+60
| +2% | +$9.4K | 0.05% | 142 |
|
|
2025
Q4 | $414K | Sell |
3,206
-54
| -2% | -$7.27K | 0.03% | 162 |
|
|
2025
Q3 | $443K | Buy |
3,260
+7
| +0.2% | +$897 | 0.04% | 158 |
|
|
2025
Q2 | $388K | Sell |
3,253
-160
| -5% | -$17.9K | 0.04% | 170 |
|
|
2025
Q1 | $421K | Sell |
3,413
-198
| -5% | -$24.4K | 0.04% | 159 |
|
|
2024
Q4 | $411K | Sell |
3,611
-373
| -9% | -$47.5K | 0.04% | 162 |
|
|
2024
Q3 | $524K | Buy |
3,984
+251
| +7% | +$33.9K | 0.05% | 146 |
|
|
2024
Q2 | $527K | Sell |
3,733
-7
| -0.2% | -$1.04K | 0.05% | 143 |
|
|
2024
Q1 | $611K | Buy |
3,740
+3
| +0.1% | +$432 | 0.06% | 135 |
|
|
2023
Q4 | $498K | Sell |
3,737
-10
| -0.3% | -$1.2K | 0.06% | 147 |
|
|
2023
Q3 | $450K | Sell |
3,747
-168
| -4% | -$18.9K | 0.05% | 152 |
|
|
2023
Q2 | $373K | Sell |
3,915
-100
| -2% | -$9.72K | 0.04% | 179 |
|
|
2023
Q1 | $407K | Sell |
4,015
-89
| -2% | -$9.05K | 0.05% | 171 |
|
|
2022
Q4 | $427K | Sell |
4,104
-1,073
| -21% | -$110K | 0.05% | 168 |
|
|
2022
Q3 | $417K | Sell |
5,177
-16
| -0.3% | -$1.36K | 0.06% | 173 |
|
|
2022
Q2 | $425K | Buy |
5,193
+4
| +0.1% | +$370 | 0.05% | 193 |
|
|
2022
Q1 | $448K | Sell |
5,189
-94
| -2% | -$7.91K | 0.05% | 205 |
|
|
2021
Q4 | $382K | Sell |
5,283
-81
| -2% | -$6.12K | 0.04% | 226 |
|
|
2021
Q3 | $375K | Sell |
5,364
-668
| -11% | -$48.4K | 0.04% | 221 |
|
|
2021
Q2 | $517K | Buy |
6,032
+555
| +10% | +$46.8K | 0.06% | 189 |
|
|
2021
Q1 | $446K | Buy |
5,477
+27
| +0.5% | +$2.12K | 0.07% | 158 |
|
|
2020
Q4 | $381K | Sell |
5,450
-98
| -2% | -$5.75K | 0.06% | 168 |
|
|
2020
Q3 | $287K | Sell |
5,548
-748
| -12% | -$45.6K | 0.05% | 190 |
|
|
2020
Q2 | $452K | Buy |
6,296
+693
| +12% | +$49.1K | 0.08% | 142 |
|
|
2020
Q1 | $300K | Sell |
5,603
-24
| -0.4% | -$1.95K | 0.06% | 157 |
|
|
2019
Q4 | $626K | Sell |
5,627
-142
| -2% | -$16K | 0.11% | 94 |
|
|
2019
Q3 | $590K | Buy |
5,769
+469
| +9% | +$47K | 0.11% | 93 |
|
|
2019
Q2 | $495K | Buy |
5,300
+528
| +11% | +$47.4K | 0.1% | 107 |
|
|
2019
Q1 | $454K | Sell |
4,772
-457
| -9% | -$43.4K | 0.09% | 110 |
|
|
2018
Q4 | $450K | Buy |
+5,229
| New | +$511K | 0.1% | 103 |
|
Other funds holding PSX
EIM
Brandywine Oak Private Wealth's PSX Position: Q2 2026 in Review
Brandywine Oak Private Wealth increased its Phillips 66 (PSX) stake by 14% in Q2 2026, buying an estimated $77.8K and bringing the position to 3,718 shares worth $628K. The position accounts for 0.05% of the portfolio, ranked #146.
Brandywine Oak Private Wealth first reported a position in PSX in Q4 2018 and has held it in 31 quarters since. 2,106 funds tracked by Wall St. Rank hold PSX as of Q2 2026.
- Brandywine Oak Private Wealth held 3,718 shares of Phillips 66 worth $628K as of Q2 2026.
- Brandywine Oak Private Wealth bought 452 Phillips 66 shares in Q2 2026, an estimated $77.8K.
- Phillips 66 made up 0.05% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #146 holding.
- Brandywine Oak Private Wealth first reported a position in Phillips 66 in Q4 2018 and has held it in 31 quarters since.
- 2,106 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.
Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.