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Cyndeo Wealth Partners’s Phillips 66 PSX Stock Holding History

Cyndeo 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 		$533K Sell
3,152
-58
-2% -$9.98K 0.03% 345
2026
Q1 		$585K Sell
3,210
-153
-5% -$24K 0.03% 302
2025
Q4 		$434K Sell
3,363
-34
-1% -$4.58K 0.02% 337
2025
Q3 		$462K Sell
3,397
-38,770
-92% -$4.97M 0.03% 319
2025
Q2 		$5.03M Buy
42,167
+1,520
+4% +$170K 0.3% 93
2025
Q1 		$5.02M Buy
40,647
+15,856
+64% +$1.95M 0.33% 90
2024
Q4 		$2.82M Buy
24,791
+3,533
+17% +$449K 0.19% 135
2024
Q3 		$2.79M Sell
21,258
-53
-0.2% -$7.16K 0.2% 135
2024
Q2 		$3.01M Sell
21,311
-34,238
-62% -$5.07M 0.24% 122
2024
Q1 		$9.07M Sell
55,549
-12,437
-18% -$1.79M 0.75% 28
2023
Q4 		$9.05M Buy
67,986
+10,652
+19% +$1.27M 0.84% 24
2023
Q3 		$6.89M Buy
57,334
+3,189
+6% +$358K 0.72% 36
2023
Q2 		$5.16M Buy
54,145
+14,310
+36% +$1.39M 0.54% 54
2023
Q1 		$4.04M Buy
39,835
+9,386
+31% +$954K 0.44% 69
2022
Q4 		$3.17M Buy
+30,449
New +$3.11M 0.37% 89

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

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

Cyndeo Wealth Partners reduced its Phillips 66 (PSX) stake by 1.8% in Q2 2026, selling an estimated $9.98K and leaving 3,152 shares worth $533K. The position accounts for 0.03% of the portfolio, ranked #345.

Cyndeo Wealth Partners first reported a position in PSX in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.07M in Q1 2024. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Cyndeo Wealth Partners held 3,152 shares of Phillips 66 worth $533K as of Q2 2026.
  • Cyndeo Wealth Partners sold 58 Phillips 66 shares in Q2 2026, an estimated $9.98K.
  • Phillips 66 made up 0.03% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #345 holding.
  • Cyndeo Wealth Partners first reported a position in Phillips 66 in Q4 2022 and has held it in 15 quarters since.
  • Cyndeo Wealth Partners's Phillips 66 position peaked at $9.07M in Q1 2024.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.