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Cassaday & Co Wealth Management’s Phillips 66 PSX Stock Holding History

Cassaday & Co 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 		$351K Sell
2,078
-15
-0.7% -$2.58K 0.01% 276
2026
Q1 		$381K Hold
2,093
– – 0.01% 255
2025
Q4 		$270K Sell
2,093
-205
-9% -$27.6K 0.01% 308
2025
Q3 		$313K Sell
2,298
-73
-3% -$9.35K 0.01% 275
2025
Q2 		$283K Buy
2,371
+115
+5% +$12.9K 0.01% 283
2025
Q1 		$279K Buy
2,256
+226
+11% +$27.9K 0.01% 269
2024
Q4 		$231K Buy
2,030
+72
+4% +$9.16K 0.01% 292
2024
Q3 		$257K Hold
1,958
– – 0.01% 268
2024
Q2 		$276K Hold
1,958
– – 0.01% 236
2024
Q1 		$320K Hold
1,958
– – 0.01% 217
2023
Q4 		$261K Hold
1,958
– – 0.01% 229
2023
Q3 		$235K Buy
+1,958
New +$220K 0.01% 227
2023
Q1 		– Sell
-1,956
Closed -$204K – 261
2022
Q4 		$204K Buy
+1,956
New +$200K 0.01% 241

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

Cassaday & Co Wealth Management's PSX Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Phillips 66 (PSX) stake by 0.72% in Q2 2026, selling an estimated $2.58K and leaving 2,078 shares worth $351K. The position accounts for 0.01% of the portfolio, ranked #276.

Cassaday & Co Wealth Management first reported a position in PSX in Q4 2022 and has held it in 13 quarters since. The position peaked at $381K in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Cassaday & Co Wealth Management held 2,078 shares of Phillips 66 worth $351K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 15 Phillips 66 shares in Q2 2026, an estimated $2.58K.
  • Phillips 66 made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #276 holding.
  • Cassaday & Co Wealth Management first reported a position in Phillips 66 in Q4 2022 and has held it in 13 quarters since.
  • Cassaday & Co Wealth Management's Phillips 66 position peaked at $381K in Q1 2026.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.