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Daymark Wealth Partners’s Phillips 66 PSX Stock Holding History

Daymark 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 		$14.7M Buy
87,073
+237
+0.3% +$40.8K 0.36% 62
2026
Q1 		$15.8M Sell
86,836
-199
-0.2% -$31.2K 0.5% 45
2025
Q4 		$11.2M Buy
87,035
+1,378
+2% +$185K 0.36% 56
2025
Q3 		$11.7M Buy
85,657
+1,074
+1% +$138K 0.4% 51
2025
Q2 		$10.1M Buy
84,583
+1,640
+2% +$184K 0.38% 53
2025
Q1 		$10.2M Buy
82,943
+113
+0.1% +$13.9K 0.44% 48
2024
Q4 		$9.44M Buy
82,830
+7,535
+10% +$959K 0.4% 54
2024
Q3 		$9.9M Buy
75,295
+877
+1% +$118K 0.42% 53
2024
Q2 		$10.5M Buy
74,418
+816
+1% +$121K 0.48% 43
2024
Q1 		$12M Buy
73,602
+803
+1% +$116K 0.65% 40
2023
Q4 		$9.69M Buy
72,799
+3,299
+5% +$394K 0.6% 40
2023
Q3 		$8.35M Buy
69,500
+6,512
+10% +$731K 0.58% 45
2023
Q2 		$6.01M Buy
62,988
+35,621
+130% +$3.46M 0.45% 53
2023
Q1 		$2.77M Buy
27,367
+8,250
+43% +$839K 0.37% 68
2022
Q4 		$1.99M Buy
+19,117
New +$1.96M 0.35% 63

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

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

Daymark Wealth Partners increased its Phillips 66 (PSX) stake by 0.27% in Q2 2026, buying an estimated $40.8K and bringing the position to 87,073 shares worth $14.7M. The position accounts for 0.36% of the portfolio, ranked #62.

Daymark Wealth Partners first reported a position in PSX in Q4 2022 and has held it in 15 quarters since. The position peaked at $15.8M in Q1 2026. 2,095 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Daymark Wealth Partners held 87,073 shares of Phillips 66 worth $14.7M as of Q2 2026.
  • Daymark Wealth Partners bought 237 Phillips 66 shares in Q2 2026, an estimated $40.8K.
  • Phillips 66 made up 0.36% of Daymark Wealth Partners's portfolio in Q2 2026, its #62 holding.
  • Daymark Wealth Partners first reported a position in Phillips 66 in Q4 2022 and has held it in 15 quarters since.
  • Daymark Wealth Partners's Phillips 66 position peaked at $15.8M in Q1 2026.
  • 2,095 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.