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Denver Wealth Management’s Phillips 66 PSX Stock Holding History

Denver 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
2026
Q2 		$381K Buy
2,257
+13
+0.6% +$2.24K 0.11% 73
2026
Q1 		$409K Sell
2,244
-28
-1% -$4.39K 0.14% 68
2025
Q4 		$293K Sell
2,272
-114
-5% -$15.3K 0.1% 73
2025
Q3 		$325K Buy
2,386
+16
+0.7% +$2.05K 0.12% 70
2025
Q2 		$283K Buy
2,370
+19
+0.8% +$2.13K 0.12% 75
2025
Q1 		$290K Sell
2,351
-33
-1% -$4.07K 0.13% 71
2024
Q4 		$272K Buy
2,384
+15
+0.6% +$1.91K 0.12% 71
2024
Q3 		$311K Hold
2,369
– – 0.14% 72
2024
Q2 		$334K Sell
2,369
-187
-7% -$27.7K 0.17% 62
2024
Q1 		$418K Sell
2,556
-13
-0.5% -$1.87K 0.21% 53
2023
Q4 		$342K Buy
2,569
+15
+0.6% +$1.79K 0.19% 52
2023
Q3 		$307K Buy
2,554
+147
+6% +$16.5K 0.2% 55
2023
Q2 		$230K Sell
2,407
-44
-2% -$4.28K 0.16% 64
2023
Q1 		$249K Buy
2,451
+18
+0.7% +$1.83K 0.17% 66
2022
Q4 		$253K Buy
+2,433
New +$249K 0.19% 60
2021
Q1 		$201K Buy
+2,324
New +$182K 0.21% 45

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

Denver Wealth Management's PSX Position: Q2 2026 in Review

Denver Wealth Management increased its Phillips 66 (PSX) stake by 0.58% in Q2 2026, buying an estimated $2.24K and bringing the position to 2,257 shares worth $381K. The position accounts for 0.11% of the portfolio, ranked #73.

Denver Wealth Management first reported a position in PSX in Q1 2021 and has held it in 16 quarters since. The position peaked at $418K in Q1 2024. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Denver Wealth Management held 2,257 shares of Phillips 66 worth $381K as of Q2 2026.
  • Denver Wealth Management bought 13 Phillips 66 shares in Q2 2026, an estimated $2.24K.
  • Phillips 66 made up 0.11% of Denver Wealth Management's portfolio in Q2 2026, its #73 holding.
  • Denver Wealth Management first reported a position in Phillips 66 in Q1 2021 and has held it in 16 quarters since.
  • Denver Wealth Management's Phillips 66 position peaked at $418K in Q1 2024.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Denver Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.