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BWM Planning’s Phillips 66 PSX Stock Holding History

BWM Planning’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 		$886K Sell
5,240
-4,265
-45% -$734K 0.21% 52
2026
Q1 		$1.73M Buy
9,505
+1,576
+20% +$247K 0.46% 35
2025
Q4 		$1.02M Hold
7,929
– – 0.27% 48
2025
Q3 		$1.08M Hold
7,929
– – 0.32% 44
2025
Q2 		$946K Sell
7,929
-233
-3% -$26.1K 0.33% 42
2025
Q1 		$1.01M Sell
8,162
-78
-0.9% -$9.61K 0.43% 41
2024
Q4 		$939K Hold
8,240
– – 0.41% 42
2024
Q3 		$1.08M Buy
+8,240
New +$1.11M 0.48% 41

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

BWM Planning's PSX Position: Q2 2026 in Review

BWM Planning reduced its Phillips 66 (PSX) stake by 45% in Q2 2026, selling an estimated $734K and leaving 5,240 shares worth $886K. The position accounts for 0.21% of the portfolio, ranked #52.

BWM Planning first reported a position in PSX in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.73M in Q1 2026. 2,102 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • BWM Planning held 5,240 shares of Phillips 66 worth $886K as of Q2 2026.
  • BWM Planning sold 4,265 Phillips 66 shares in Q2 2026, an estimated $734K.
  • Phillips 66 made up 0.21% of BWM Planning's portfolio in Q2 2026, its #52 holding.
  • BWM Planning first reported a position in Phillips 66 in Q3 2024 and has held it in 8 quarters since.
  • BWM Planning's Phillips 66 position peaked at $1.73M in Q1 2026.
  • 2,102 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on BWM Planning's 13F filing for Q2 2026, filed 23 Jul 2026.