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CreativeOne Wealth’s Phillips 66 PSX Stock Holding History

CreativeOne Wealth’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 		$3.48M Buy
20,615
+14,150
+219% +$2.44M 0.08% 255
2026
Q1 		$1.18M Buy
6,465
+107
+2% +$16.8K 0.03% 511
2025
Q4 		$820K Buy
6,358
+2,347
+59% +$316K 0.02% 628
2025
Q3 		$546K Sell
4,011
-149
-4% -$19.1K 0.01% 744
2025
Q2 		$496K Sell
4,160
-165
-4% -$18.5K 0.01% 749
2025
Q1 		$534K Buy
4,325
+328
+8% +$40.4K 0.02% 665
2024
Q4 		$455K Buy
3,997
+300
+8% +$38.2K 0.01% 721
2024
Q3 		$486K Buy
3,697
+1,128
+44% +$152K 0.02% 635
2024
Q2 		$363K Sell
2,569
-640
-20% -$94.7K 0.02% 566
2024
Q1 		$524K Buy
3,209
+1,091
+52% +$157K 0.02% 557
2023
Q4 		$282K Sell
2,118
-216
-9% -$25.8K 0.02% 522
2023
Q3 		$280K Sell
2,334
-1,253
-35% -$141K 0.02% 456
2023
Q2 		$342K Buy
3,587
+214
+6% +$20.8K 0.02% 608
2023
Q1 		$342K Buy
3,373
+146
+5% +$14.8K 0.02% 586
2022
Q4 		$335K Buy
3,227
+372
+13% +$38.1K 0.02% 545
2022
Q3 		$230K Buy
2,855
+327
+13% +$27.9K 0.01% 635
2022
Q2 		$208K Buy
2,528
+135
+6% +$12.5K 0.01% 671
2022
Q1 		$207K Buy
+2,393
New +$201K 0.01% 694
2021
Q4 		– Sell
-4,615
Closed -$318K – 781
2021
Q3 		$318K Sell
4,615
-3
-0.1% -$217 0.02% 533
2021
Q2 		$396K Buy
4,618
+46
+1% +$3.88K 0.02% 449
2021
Q1 		$373K Buy
4,572
+548
+14% +$43K 0.03% 401
2020
Q4 		$281K Buy
+4,024
New +$236K 0.02% 384
2020
Q3 		– Sell
-3,053
Closed -$220K – 276
2020
Q2 		$220K Buy
+3,053
New +$216K 0.03% 228
2020
Q1 		– Sell
-2,501
Closed -$278K – 226
2019
Q4 		$278K Buy
2,501
+105
+4% +$11.8K 0.05% 172
2019
Q3 		$246K Buy
+2,396
New +$240K 0.05% 152

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

CreativeOne Wealth's PSX Position: Q2 2026 in Review

CreativeOne Wealth increased its Phillips 66 (PSX) stake by 219% in Q2 2026, buying an estimated $2.44M and bringing the position to 20,615 shares worth $3.48M. The position accounts for 0.08% of the portfolio, ranked #255.

CreativeOne Wealth first reported a position in PSX in Q3 2019 and has held it in 25 quarters since. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • CreativeOne Wealth held 20,615 shares of Phillips 66 worth $3.48M as of Q2 2026.
  • CreativeOne Wealth bought 14,150 Phillips 66 shares in Q2 2026, an estimated $2.44M.
  • Phillips 66 made up 0.08% of CreativeOne Wealth's portfolio in Q2 2026, its #255 holding.
  • CreativeOne Wealth first reported a position in Phillips 66 in Q3 2019 and has held it in 25 quarters since.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.