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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Congress Wealth Management's PSX Position: Q2 2025 in Review

Congress Wealth Management reduced its Phillips 66 (PSX) stake by 2.5% in Q2 2025, selling an estimated $237K and leaving 82,691 shares worth $9.87M. The position accounts for 0.1% of the portfolio, ranked #247.

Congress Wealth Management first reported a position in PSX in Q4 2021 and has held it in 15 quarters since. The position peaked at $10.9M in Q1 2024. 1,764 funds tracked by Wall St. Rank hold PSX as of Q2 2025.

  • Congress Wealth Management held 82,691 shares of Phillips 66 worth $9.87M as of Q2 2025.
  • Congress Wealth Management sold 2,114 Phillips 66 shares in Q2 2025, an estimated $237K.
  • Phillips 66 made up 0.1% of Congress Wealth Management's portfolio in Q2 2025, its #247 holding.
  • Congress Wealth Management first reported a position in Phillips 66 in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's Phillips 66 position peaked at $10.9M in Q1 2024.
  • 1,764 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.