Congress Wealth Management’s Phillips 66 PSX Stock Holding History

Congress 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
2025 Q2	$9.87M	Sell	82,691 -2,114	-2%	-$237K	0.1%	247
2025 Q1	$10.5M	Buy	84,805 +19,362	+30%	+$2.39M	0.13%	191
2024 Q4	$7.46M	Buy	65,443 +3,092	+5%	+$393K	0.1%	234
2024 Q3	$8.2M	Buy	62,351 +701	+1%	+$94.7K	0.11%	234
2024 Q2	$8.7M	Sell	61,650 -5,108	-8%	-$756K	0.14%	191
2024 Q1	$10.9M	Buy	66,758 +3,986	+6%	+$574K	0.19%	161
2023 Q4	$8.36M	Buy	62,772 +1,043	+2%	+$125K	0.15%	177
2023 Q3	$7.42M	Buy	61,729 +225	+0.4%	+$25.3K	0.15%	176
2023 Q2	$5.87M	Buy	61,504 +347	+0.6%	+$33.7K	0.14%	172
2023 Q1	$6.2M	Sell	61,157 -189	-0.3%	-$19.2K	0.15%	167
2022 Q4	$6.38M	Buy	61,346 +303	+0.5%	+$31K	0.16%	165
2022 Q3	$4.93M	Sell	61,043 -329	-0.5%	-$28K	0.13%	181
2022 Q2	$5.03M	Buy	61,372 +203	+0.3%	+$18.8K	0.13%	183
2022 Q1	$5.28M	Sell	61,169 -1,525	-2%	-$128K	0.12%	202
2021 Q4	$4.54M	Buy	+62,694	New	+$4.74M	0.09%	234

Other funds holding PSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Elliott Investment Management West Palm Beach, Florida $15.9B AUM 60.76% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return