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CarsonAllaria Wealth Management’s Phillips 66 PSX Stock Holding History

CarsonAllaria 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
Q1 		$304K Sell
1,670
-1,024
-38% -$160K 0.15% 45
2025
Q4 		$348K Buy
2,694
+1,149
+74% +$155K 0.17% 43
2025
Q3 		$210K Sell
1,545
-427
-22% -$54.7K 0.11% 63
2025
Q2 		$235K Sell
1,972
-328
-14% -$36.7K 0.13% 59
2025
Q1 		$284K Buy
2,300
+1,018
+79% +$125K 0.16% 51
2024
Q4 		$146K Buy
1,282
+5
+0.4% +$636 0.08% 80
2024
Q3 		$168K Buy
1,277
+684
+115% +$92.4K 0.1% 74
2024
Q2 		$83.7K Buy
593
+5
+0.9% +$740 0.05% 104
2024
Q1 		$96.1K Buy
588
+4
+0.7% +$576 0.06% 105
2023
Q4 		$77.8K Buy
584
+5
+0.9% +$598 0.06% 101
2023
Q3 		$69.6K Sell
579
-456
-44% -$51.2K 0.06% 102
2023
Q2 		$98.7K Buy
1,035
+411
+66% +$40K 0.08% 85
2023
Q1 		$63.3K Buy
624
+6
+1% +$610 0.05% 104
2022
Q4 		$64K Buy
618
+567
+1,112% +$58K 0.06% 98
2022
Q3 		$4K Hold
51
– – ﹤0.01% 246
2022
Q2 		$4K Hold
51
– – ﹤0.01% 254
2022
Q1 		$4K Buy
51
+1
+2% +$84 ﹤0.01% 271
2021
Q4 		$4K Buy
+50
New +$3.78K ﹤0.01% 290

Other funds holding PSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T 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 $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CarsonAllaria Wealth Management's PSX Position: Q1 2026 in Review

CarsonAllaria Wealth Management reduced its Phillips 66 (PSX) stake by 38% in Q1 2026, selling an estimated $160K and leaving 1,670 shares worth $304K. The position accounts for 0.15% of the portfolio, ranked #45.

CarsonAllaria Wealth Management first reported a position in PSX in Q4 2021 and has held it in 18 quarters since. The position peaked at $348K in Q4 2025. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • CarsonAllaria Wealth Management held 1,670 shares of Phillips 66 worth $304K as of Q1 2026.
  • CarsonAllaria Wealth Management sold 1,024 Phillips 66 shares in Q1 2026, an estimated $160K.
  • Phillips 66 made up 0.15% of CarsonAllaria Wealth Management's portfolio in Q1 2026, its #45 holding.
  • CarsonAllaria Wealth Management first reported a position in Phillips 66 in Q4 2021 and has held it in 18 quarters since.
  • CarsonAllaria Wealth Management's Phillips 66 position peaked at $348K in Q4 2025.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on CarsonAllaria Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.