Cypress Wealth Services’s Phillips 66 PSX Stock Holding History

Cypress 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	$222K	Buy	1,314 +48	+4%	+$8.26K	0.03%	395
2026 Q1	$231K	Buy	+1,266	New	+$198K	0.03%	353
2020 Q3	–	Sell	-9,011	Closed	-$648K	–	439
2020 Q2	$648K	Buy	9,011 +85	+1%	+$6.02K	0.15%	126
2020 Q1	$479K	Buy	8,926 +281	+3%	+$22.9K	0.14%	127
2019 Q4	$963K	Sell	8,645 -4	-0%	-$449	0.24%	100
2019 Q3	$886K	Buy	8,649 +30	+0.3%	+$3.01K	0.24%	102
2019 Q2	$806K	Buy	8,619 +90	+1%	+$8.07K	0.23%	105
2019 Q1	$812K	Sell	8,529 -303	-3%	-$28.8K	0.26%	95
2018 Q4	$761K	Buy	8,832 +29	+0.3%	+$2.83K	0.3%	86
2018 Q3	$992K	Buy	8,803 +4	+0%	+$462	0.35%	82
2018 Q2	$988K	Buy	8,799 +790	+10%	+$88.8K	0.38%	78
2018 Q1	$768K	Hold	8,009	–	–	0.33%	84
2017 Q4	$810K	Buy	+8,009	New	+$761K	0.34%	81

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Cypress Wealth Services increased its Phillips 66 (PSX) stake by 3.8% in Q2 2026, buying an estimated $8.26K and bringing the position to 1,314 shares worth $222K. The position accounts for 0.03% of the portfolio, ranked #395.

Cypress Wealth Services first reported a position in PSX in Q4 2017 and has held it in 13 quarters since. The position peaked at $992K in Q3 2018. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Cypress Wealth Services held 1,314 shares of Phillips 66 worth $222K as of Q2 2026.
Cypress Wealth Services bought 48 Phillips 66 shares in Q2 2026, an estimated $8.26K.
Phillips 66 made up 0.03% of Cypress Wealth Services's portfolio in Q2 2026, its #395 holding.
Cypress Wealth Services first reported a position in Phillips 66 in Q4 2017 and has held it in 13 quarters since.
Cypress Wealth Services's Phillips 66 position peaked at $992K in Q3 2018.
2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

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