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Confluence Wealth Services’s Phillips 66 PSX Stock Holding History

Confluence Wealth Services’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 		$1.42M Buy
8,394
+1,793
+27% +$309K 0.04% 188
2026
Q1 		$1.2M Buy
6,601
+234
+4% +$36.7K 0.05% 172
2025
Q4 		$822K Sell
6,367
-242
-4% -$32.6K 0.03% 207
2025
Q3 		$899K Hold
6,609
– – 0.04% 189
2025
Q2 		$788K Buy
6,609
+23
+0.3% +$2.58K 0.04% 199
2025
Q1 		$677K Sell
6,586
-155
-2% -$19.1K 0.04% 194
2024
Q4 		$827K Buy
6,741
+114
+2% +$14.5K 0.05% 171
2024
Q3 		$871K Sell
6,627
-21
-0.3% -$2.84K 0.06% 162
2024
Q2 		$938K Buy
6,648
+243
+4% +$36K 0.07% 161
2024
Q1 		$1.05M Hold
6,405
– – 0.09% 122
2023
Q4 		$853K Hold
6,405
– – 0.09% 129
2023
Q3 		$770K Sell
6,405
-115
-2% -$12.9K 0.15% 111
2023
Q2 		$622K Buy
6,520
+372
+6% +$36.2K 0.13% 129
2023
Q1 		$623K Buy
6,148
+1
+0% +$102 0.15% 122
2022
Q4 		$640K Buy
6,147
+1
+0% +$102 0.17% 116
2022
Q3 		$496K Sell
6,146
-2,135
-26% -$182K 0.21% 125
2022
Q2 		$731K Buy
8,281
+226
+3% +$20.9K 0.32% 107
2022
Q1 		$695K Sell
8,055
-6,156
-43% -$518K 0.25% 110
2021
Q4 		$1.03M Buy
+14,211
New +$1.07M 0.33% 74

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

Confluence Wealth Services's PSX Position: Q2 2026 in Review

Confluence Wealth Services increased its Phillips 66 (PSX) stake by 27% in Q2 2026, buying an estimated $309K and bringing the position to 8,394 shares worth $1.42M. The position accounts for 0.04% of the portfolio, ranked #188.

Confluence Wealth Services first reported a position in PSX in Q4 2021 and has held it in 19 quarters since. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Confluence Wealth Services held 8,394 shares of Phillips 66 worth $1.42M as of Q2 2026.
  • Confluence Wealth Services bought 1,793 Phillips 66 shares in Q2 2026, an estimated $309K.
  • Phillips 66 made up 0.04% of Confluence Wealth Services's portfolio in Q2 2026, its #188 holding.
  • Confluence Wealth Services first reported a position in Phillips 66 in Q4 2021 and has held it in 19 quarters since.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.