Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Phillips 66 PSX Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$24.9M Buy
136,709
+3,630
+3% +$569K 0.07% 274
2025
Q4 		$17.2M Buy
133,079
+27,962
+27% +$3.76M 0.05% 367
2025
Q3 		$14.3M Buy
105,117
+62,913
+149% +$8.06M 0.04% 366
2025
Q2 		$5.04M Buy
42,204
+4,404
+12% +$493K 0.02% 582
2025
Q1 		$4.67M Buy
37,800
+6,951
+23% +$857K 0.02% 548
2024
Q4 		$3.52M Buy
30,849
+2,231
+8% +$284K 0.01% 568
2024
Q3 		$3.76M Buy
28,618
+5,350
+23% +$722K 0.02% 512
2024
Q2 		$3.29M Buy
23,268
+203
+0.9% +$30K 0.02% 517
2024
Q1 		$3.77M Sell
23,065
-923
-4% -$133K 0.02% 469
2023
Q4 		$3.19M Buy
23,988
+2,403
+11% +$287K 0.02% 484
2023
Q3 		$2.59M Buy
21,585
+1,657
+8% +$186K 0.02% 492
2023
Q2 		$1.9M Buy
19,928
+1,970
+11% +$192K 0.01% 525
2023
Q1 		$1.82M Buy
17,958
+2,290
+15% +$233K 0.01% 495
2022
Q4 		$1.63M Buy
15,668
+118
+0.8% +$12.1K 0.01% 479
2022
Q3 		$1.25M Sell
15,550
-366
-2% -$31.2K 0.01% 500
2022
Q2 		$1.3M Buy
15,916
+1,831
+13% +$169K 0.01% 499
2022
Q1 		$1.22M Sell
14,085
-1,492
-10% -$126K 0.01% 515
2021
Q4 		$1.13M Buy
+15,577
New +$1.18M 0.01% 555
2021
Q2 		$997K Hold
11,614
– – 0.01% 563
2021
Q1 		$997K Hold
11,614
– – 0.01% 563
2020
Q4 		$997K Hold
11,614
– – 0.01% 563
2020
Q3 		$997K Hold
11,614
– – 0.01% 563
2020
Q2 		$997K Hold
11,614
– – 0.01% 563
2020
Q1 		$997K Hold
11,614
– – 0.01% 563
2019
Q4 		$997K Hold
11,614
– – 0.01% 563
2019
Q3 		$997K Hold
11,614
– – 0.01% 563
2019
Q2 		$997K Hold
11,614
– – 0.01% 563
2019
Q1 		$997K Buy
11,614
+10,116
+675% +$962K 0.01% 563
2018
Q4 		$129K Sell
1,498
-110
-7% -$10.7K ﹤0.01% 682
2018
Q3 		$181K Buy
1,608
+103
+7% +$11.9K ﹤0.01% 532
2018
Q2 		$169K Buy
1,505
+7
+0.5% +$787 0.01% 449
2018
Q1 		$144K Sell
1,498
-1,743
-54% -$170K 0.01% 403
2017
Q4 		$328K Sell
3,241
-32
-1% -$3.04K 0.01% 300
2017
Q3 		$300K Sell
3,273
-311
-9% -$26.3K 0.01% 292
2017
Q2 		$296K Buy
3,584
+23
+0.6% +$1.81K 0.02% 280
2017
Q1 		$282K Sell
3,561
-499
-12% -$40.2K 0.02% 268
2016
Q4 		$351K Buy
4,060
+1,661
+69% +$138K 0.02% 229
2016
Q3 		$193K Buy
2,399
+257
+12% +$20K 0.01% 266
2016
Q2 		$170K Buy
2,142
+739
+53% +$60.4K 0.01% 253
2016
Q1 		$121K Buy
1,403
+1,062
+311% +$86.3K 0.01% 262
2015
Q4 		$28K Sell
341
-43
-11% -$3.71K ﹤0.01% 369
2015
Q3 		$30K Buy
+384
New +$30.5K ﹤0.01% 331
2014
Q1 		– Sell
-990
Closed -$76K – 410
2013
Q4 		$76K Buy
990
+340
+52% +$22.7K 0.01% 222
2013
Q3 		$38K Buy
+650
New +$37.7K 0.01% 209

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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

Carson Wealth (CWM LLC)'s PSX Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Phillips 66 (PSX) stake by 2.7% in Q1 2026, buying an estimated $569K and bringing the position to 136,709 shares worth $24.9M. The position accounts for 0.07% of the portfolio, ranked #274.

Carson Wealth (CWM LLC) first reported a position in PSX in Q3 2013 and has held it in 44 quarters since. 2,125 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 136,709 shares of Phillips 66 worth $24.9M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 3,630 Phillips 66 shares in Q1 2026, an estimated $569K.
  • Phillips 66 made up 0.07% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #274 holding.
  • Carson Wealth (CWM LLC) first reported a position in Phillips 66 in Q3 2013 and has held it in 44 quarters since.
  • 2,125 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.