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	Sell	1,344 -26	-2%	-$4.48K	0.1%	163
2026 Q1	$241K	Buy	1,370 +9	+0.7%	+$1.41K	0.12%	149
2025 Q4	$176K	Buy	1,361 +9	+0.7%	+$1.21K	0.09%	176
2025 Q3	$182K	Sell	1,352 -49	-3%	-$6.28K	0.09%	167
2025 Q2	$173K	Sell	1,401 -116	-8%	-$13K	0.09%	161
2025 Q1	$189K	Sell	1,517 -125	-8%	-$15.4K	0.11%	149
2024 Q4	$187K	Buy	1,642 +10	+0.6%	+$1.27K	0.11%	158
2024 Q3	$217K	Sell	1,632 -277	-15%	-$37.4K	0.13%	136
2024 Q2	$269K	Sell	1,909 -241	-11%	-$35.7K	0.18%	111
2024 Q1	$351K	Buy	+2,150	New	+$310K	0.24%	98

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 $3.38T AUM 44.17% 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

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

Bullock Wealth Management reduced its Phillips 66 (PSX) stake by 1.9% in Q2 2026, selling an estimated $4.48K and leaving 1,344 shares worth $235K. The position accounts for 0.1% of the portfolio, ranked #163.

Bullock Wealth Management first reported a position in PSX in Q1 2024 and has held it in 10 quarters since. The position peaked at $351K in Q1 2024. 2,107 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.
Bullock Wealth Management sold 26 Phillips 66 shares in Q2 2026, an estimated $4.48K.
Phillips 66 made up 0.1% of Bullock Wealth Management's portfolio in Q2 2026, its #163 holding.
Bullock Wealth Management first reported a position in Phillips 66 in Q1 2024 and has held it in 10 quarters since.
Bullock Wealth Management's Phillips 66 position peaked at $351K in Q1 2024.
2,107 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.