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Bullock Wealth Management’s Phillips 66 PSX Stock Holding History

Bullock 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 		$235K Buy
+1,344
New +$231K 0.1% 163

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

Bullock Wealth Management's PSX Position: Q2 2026 in Review

Bullock Wealth Management opened a new position in Phillips 66 (PSX) in Q2 2026: 1,344 shares worth $235K. The stake represents 0.1% of the portfolio and ranks #163 among its holdings.

2,093 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Bullock Wealth Management held 1,344 shares of Phillips 66 worth $235K as of Q2 2026.
  • Phillips 66 was a new Bullock Wealth Management position in Q2 2026.
  • Phillips 66 made up 0.1% of Bullock Wealth Management's portfolio in Q2 2026, its #163 holding.
  • 2,093 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.