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Concord Wealth Partners’s Phillips 66 PSX Stock Holding History

Concord 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 		$29.3K Buy
+173
New +$29.8K ﹤0.01% 437
2026
Q1 		– Sell
-172
Closed -$22.2K – 642
2025
Q4 		$22.2K Sell
172
-17
-9% -$2.29K ﹤0.01% 427
2025
Q3 		$25.7K Buy
189
+1
+0.5% +$128 ﹤0.01% 425
2025
Q2 		$22.4K Sell
188
-3
-2% -$336 ﹤0.01% 450
2025
Q1 		$23.6K Sell
191
-300
-61% -$37K ﹤0.01% 418
2024
Q4 		$55.9K Sell
491
-45
-8% -$5.72K 0.01% 311
2024
Q3 		$70.5K Sell
536
-12
-2% -$1.62K 0.01% 296
2024
Q2 		$77.3K Buy
548
+13
+2% +$1.92K 0.01% 261
2024
Q1 		$87.4K Sell
535
-154
-22% -$22.2K 0.02% 281
2023
Q4 		$91.7K Sell
689
-34
-5% -$4.06K 0.02% 282
2023
Q3 		$86.8K Sell
723
-6,295
-90% -$707K 0.02% 303
2023
Q2 		$669K Buy
7,018
+3,164
+82% +$308K 0.14% 90
2023
Q1 		$391K Buy
3,854
+3,101
+412% +$315K 0.11% 97
2022
Q4 		$78.4K Buy
+753
New +$77K 0.02% 289
2022
Q3 		– Sell
-913
Closed -$75K – 879
2022
Q2 		$75K Buy
913
+37
+4% +$3.42K 0.02% 306
2022
Q1 		$76K Sell
876
-26
-3% -$2.19K 0.02% 348
2021
Q4 		$65K Buy
902
+341
+61% +$25.8K 0.02% 404
2021
Q3 		$39K Sell
561
-349
-38% -$25.3K 0.02% 263
2021
Q2 		$78K Buy
910
+326
+56% +$27.5K 0.02% 276
2021
Q1 		$48K Buy
584
+54
+10% +$4.24K 0.02% 346
2020
Q4 		$37K Buy
+530
New +$31.1K 0.03% 242

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

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

Concord Wealth Partners opened a new position in Phillips 66 (PSX) in Q2 2026: 173 shares worth $29.3K. The stake represents ﹤0.01% of the portfolio and ranks #437 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in PSX as recently as Q4 2025.

Concord Wealth Partners first reported a position in PSX in Q4 2020 and has held it in 21 quarters since. The position peaked at $669K in Q2 2023. 2,095 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Concord Wealth Partners held 173 shares of Phillips 66 worth $29.3K as of Q2 2026.
  • Phillips 66 was a new Concord Wealth Partners position in Q2 2026.
  • Phillips 66 made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #437 holding.
  • Concord Wealth Partners first reported a position in Phillips 66 in Q4 2020 and has held it in 21 quarters since.
  • Concord Wealth Partners's Phillips 66 position peaked at $669K in Q2 2023.
  • 2,095 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.