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 Q2	$275K	Hold	1,629	–	–	0.05%	138
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cherry Tree Wealth Management's PSX Position: Q2 2026 in Review

Cherry Tree Wealth Management held its Phillips 66 (PSX) position steady in Q2 2026 at 1,629 shares worth $275K. The position accounts for 0.05% of the portfolio, ranked #138.

Cherry Tree Wealth Management first reported a position in PSX in Q2 2023 and has held it in 13 quarters since. The position peaked at $297K in Q1 2026. 2,107 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Cherry Tree Wealth Management held 1,629 shares of Phillips 66 worth $275K as of Q2 2026.
Cherry Tree Wealth Management left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 0.05% of Cherry Tree Wealth Management's portfolio in Q2 2026, its #138 holding.
Cherry Tree Wealth Management first reported a position in Phillips 66 in Q2 2023 and has held it in 13 quarters since.
Cherry Tree Wealth Management's Phillips 66 position peaked at $297K in Q1 2026.
2,107 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.