Compass Wealth Management’s Phillips 66 PSX Stock Holding History

Compass 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	$5.52M	Sell	32,662 -2,075	-6%	-$357K	1.04%	32
2026 Q1	$6.33M	Sell	34,737 -2,875	-8%	-$451K	1.56%	21
2025 Q4	$4.85M	Sell	37,612 -2,440	-6%	-$328K	1.21%	33
2025 Q3	$5.45M	Buy	40,052 +860	+2%	+$110K	1.22%	27
2025 Q2	$4.68M	Buy	39,192 +18,563	+90%	+$2.08M	1.11%	35
2025 Q1	$2.55M	Buy	20,629 +19,068	+1,222%	+$2.35M	0.65%	59
2024 Q4	$178K	Hold	1,561	–	–	0.04%	158
2024 Q3	$205K	Hold	1,561	–	–	0.05%	155
2024 Q2	$220K	Hold	1,561	–	–	0.05%	154
2024 Q1	$255K	Hold	1,561	–	–	0.06%	146
2023 Q4	$208K	Sell	1,561 -30	-2%	-$3.59K	0.06%	151
2023 Q3	$191K	Buy	1,591 +112	+8%	+$12.6K	0.06%	156
2023 Q2	$141K	Sell	1,479 -52	-3%	-$5.05K	0.04%	165
2023 Q1	$155K	Hold	1,531	–	–	0.05%	164
2022 Q4	$159K	Buy	+1,531	New	+$157K	0.05%	164

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 $3.37T AUM 44.26% 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

Compass Wealth Management's PSX Position: Q2 2026 in Review

Compass Wealth Management reduced its Phillips 66 (PSX) stake by 6% in Q2 2026, selling an estimated $357K and leaving 32,662 shares worth $5.52M. The position accounts for 1.04% of the portfolio, ranked #32.

Compass Wealth Management first reported a position in PSX in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.33M in Q1 2026. 2,102 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Compass Wealth Management held 32,662 shares of Phillips 66 worth $5.52M as of Q2 2026.
Compass Wealth Management sold 2,075 Phillips 66 shares in Q2 2026, an estimated $357K.
Phillips 66 made up 1.04% of Compass Wealth Management's portfolio in Q2 2026, its #32 holding.
Compass Wealth Management first reported a position in Phillips 66 in Q4 2022 and has held it in 15 quarters since.
Compass Wealth Management's Phillips 66 position peaked at $6.33M in Q1 2026.
2,102 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

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