CTWM
PSX icon

Cherry Tree Wealth Management’s Phillips 66 PSX Stock Holding History

Cherry Tree 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 		$297K Hold
1,629
– – 0.06% 130
2025
Q4 		$210K Hold
1,629
– – 0.04% 161
2025
Q3 		$222K Hold
1,629
– – 0.05% 155
2025
Q2 		$194K Sell
1,629
-66
-4% -$7.39K 0.05% 160
2025
Q1 		$209K Hold
1,695
– – 0.05% 155
2024
Q4 		$193K Hold
1,695
– – 0.05% 160
2024
Q3 		$223K Hold
1,695
– – 0.05% 155
2024
Q2 		$239K Buy
1,695
+66
+4% +$9.77K 0.06% 150
2024
Q1 		$266K Sell
1,629
-137
-8% -$19.7K 0.07% 141
2023
Q4 		$235K Hold
1,766
– – 0.06% 139
2023
Q3 		$212K Hold
1,766
– – 0.06% 134
2023
Q2 		$168K Buy
+1,766
New +$172K 0.05% 150

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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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

Cherry Tree Wealth Management's PSX Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Phillips 66 (PSX) position steady in Q1 2026 at 1,629 shares worth $297K. The position accounts for 0.06% of the portfolio, ranked #130.

Cherry Tree Wealth Management first reported a position in PSX in Q2 2023 and has held it in 12 quarters since. 2,128 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Cherry Tree Wealth Management held 1,629 shares of Phillips 66 worth $297K as of Q1 2026.
  • Cherry Tree Wealth Management left its Phillips 66 share count unchanged in Q1 2026.
  • Phillips 66 made up 0.06% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #130 holding.
  • Cherry Tree Wealth Management first reported a position in Phillips 66 in Q2 2023 and has held it in 12 quarters since.
  • 2,128 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.