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Buck Wealth Strategies’s Phillips 66 PSX Stock Holding History

Buck Wealth Strategies’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 		$125K Buy
+741
New +$128K 0.01% 236
2024
Q4 		– Sell
-43,685
Closed -$5.74M – 80
2024
Q3 		$5.74M Sell
43,685
-4,678
-10% -$632K 1.81% 34
2024
Q2 		$6.83M Buy
+48,363
New +$7.16M 2.02% 28

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

Buck Wealth Strategies's PSX Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in Phillips 66 (PSX) in Q2 2026: 741 shares worth $125K. The stake represents 0.01% of the portfolio and ranks #236 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in PSX as recently as Q3 2024.

Buck Wealth Strategies first reported a position in PSX in Q2 2024 and has held it in 3 quarters since. The position peaked at $6.83M in Q2 2024. 2,106 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Buck Wealth Strategies held 741 shares of Phillips 66 worth $125K as of Q2 2026.
  • Phillips 66 was a new Buck Wealth Strategies position in Q2 2026.
  • Phillips 66 made up 0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #236 holding.
  • Buck Wealth Strategies first reported a position in Phillips 66 in Q2 2024 and has held it in 3 quarters since.
  • Buck Wealth Strategies's Phillips 66 position peaked at $6.83M in Q2 2024.
  • 2,106 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.