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CFM Wealth Partners’s Phillips 66 PSX Stock Holding History

CFM Wealth Partners’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 		$1.63M Hold
9,623
– – 0.21% 70
2026
Q1 		$1.75M Sell
9,623
-1,000
-9% -$157K 0.26% 62
2025
Q4 		$1.37M Buy
10,623
+6
+0.1% +$808 0.2% 64
2025
Q3 		$1.44M Buy
10,617
+6
+0.1% +$769 0.21% 63
2025
Q2 		$1.27M Buy
10,611
+8
+0.1% +$896 0.2% 70
2025
Q1 		$1.31M Sell
10,603
-23
-0.2% -$2.83K 0.23% 67
2024
Q4 		$1.21M Sell
10,626
-54
-0.5% -$6.87K 0.2% 70
2024
Q3 		$1.4M Sell
10,680
-11,497
-52% -$1.55M 0.25% 67
2024
Q2 		$3.13M Buy
22,177
+6
+0% +$888 0.58% 41
2024
Q1 		$3.62M Sell
22,171
-3,396
-13% -$489K 0.73% 36
2023
Q4 		$3.4M Buy
25,567
+5
+0% +$598 0.77% 35
2023
Q3 		$3.07M Sell
25,562
-1,838
-7% -$206K 0.8% 35
2023
Q2 		$2.61M Buy
27,400
+36
+0.1% +$3.5K 0.63% 42
2023
Q1 		$2.77M Buy
27,364
+6
+0% +$610 0.75% 39
2022
Q4 		$2.85M Buy
27,358
+5
+0% +$511 0.85% 36
2022
Q3 		$2.21M Buy
27,353
+6
+0% +$511 0.71% 40
2022
Q2 		$2.24M Sell
27,347
-371
-1% -$34.3K 0.67% 41
2022
Q1 		$2.4M Buy
27,718
+10,891
+65% +$916K 0.57% 48
2021
Q4 		$1.27M Sell
16,827
-234
-1% -$17.7K 0.28% 72
2021
Q3 		$1.19M Buy
17,061
+7
+0% +$507 0.3% 67
2021
Q2 		$1.46M Sell
17,054
-464
-3% -$39.2K 0.39% 56
2021
Q1 		$1.43M Buy
17,518
+5
+0% +$392 0.43% 56
2020
Q4 		$1.23M Sell
17,513
-820
-4% -$48.1K 0.39% 57
2020
Q3 		$950K Hold
18,333
– – 0.35% 60
2020
Q2 		$1.32M Hold
18,333
– – 0.5% 45
2020
Q1 		$984K Hold
18,333
– – 0.46% 49
2019
Q4 		$1.9M Buy
+18,333
New +$2.06M 0.7% 38

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

CFM Wealth Partners's PSX Position: Q2 2026 in Review

CFM Wealth Partners held its Phillips 66 (PSX) position steady in Q2 2026 at 9,623 shares worth $1.63M. The position accounts for 0.21% of the portfolio, ranked #70.

CFM Wealth Partners first reported a position in PSX in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.62M in Q1 2024. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • CFM Wealth Partners held 9,623 shares of Phillips 66 worth $1.63M as of Q2 2026.
  • CFM Wealth Partners left its Phillips 66 share count unchanged in Q2 2026.
  • Phillips 66 made up 0.21% of CFM Wealth Partners's portfolio in Q2 2026, its #70 holding.
  • CFM Wealth Partners first reported a position in Phillips 66 in Q4 2019 and has held it in 27 quarters since.
  • CFM Wealth Partners's Phillips 66 position peaked at $3.62M in Q1 2024.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on CFM Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.