Canvas Wealth Advisors’s Phillips 66 PSX Stock Holding History

Canvas Wealth Advisors’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	$221K	Buy	1,304 +13	+1%	+$2.24K	0.03%	231
2026 Q1	$235K	Buy	+1,291	New	+$202K	0.04%	213
2024 Q2	–	Sell	-1,484	Closed	-$233K	–	162
2024 Q1	$233K	Buy	+1,484	New	+$214K	0.08%	130
2023 Q3	–	Sell	-1,952	Closed	-$209K	–	130
2023 Q2	$209K	Sell	1,952 -240	-11%	-$23.3K	0.08%	124
2023 Q1	$214K	Sell	2,192 -536	-20%	-$54.5K	0.09%	131
2022 Q4	$280K	Buy	2,728 +182	+7%	+$18.6K	0.12%	118
2022 Q3	$260K	Hold	2,546	–	–	0.11%	104
2022 Q2	$209K	Sell	2,546 -171	-6%	-$15.8K	0.08%	121
2022 Q1	$247K	Buy	+2,717	New	+$229K	0.09%	123
2021 Q4	–	Sell	-2,860	Closed	-$200K	–	139
2021 Q3	$200K	Buy	2,860 +25	+0.9%	+$1.81K	0.08%	116
2021 Q2	$243K	Buy	2,835 +150	+6%	+$12.7K	0.11%	105
2021 Q1	$208K	Buy	+2,685	New	+$211K	0.12%	109

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 $3.37T AUM 44.26% 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

Canvas Wealth Advisors's PSX Position: Q2 2026 in Review

Canvas Wealth Advisors increased its Phillips 66 (PSX) stake by 1% in Q2 2026, buying an estimated $2.24K and bringing the position to 1,304 shares worth $221K. The position accounts for 0.03% of the portfolio, ranked #231.

Canvas Wealth Advisors first reported a position in PSX in Q1 2021 and has held it in 12 quarters since. The position peaked at $280K in Q4 2022. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Canvas Wealth Advisors held 1,304 shares of Phillips 66 worth $221K as of Q2 2026.
Canvas Wealth Advisors bought 13 Phillips 66 shares in Q2 2026, an estimated $2.24K.
Phillips 66 made up 0.03% of Canvas Wealth Advisors's portfolio in Q2 2026, its #231 holding.
Canvas Wealth Advisors first reported a position in Phillips 66 in Q1 2021 and has held it in 12 quarters since.
Canvas Wealth Advisors's Phillips 66 position peaked at $280K in Q4 2022.
2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Canvas Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.