DWP
PSX icon

Destiny Wealth Partners’s Phillips 66 PSX Stock Holding History

Destiny 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 		– Sell
-220
Closed -$40.1K – 857
2026
Q1 		$40.1K Buy
+220
New +$34.5K ﹤0.01% 471
2023
Q1 		– Sell
-621
Closed -$64.6K – 521
2022
Q4 		$64.6K Sell
621
-527
-46% -$53.9K 0.01% 262
2022
Q3 		$93K Hold
1,148
– – 0.02% 228
2022
Q2 		$94K Hold
1,148
– – 0.02% 238
2022
Q1 		$99K Buy
1,148
+18
+2% +$1.51K 0.02% 246
2021
Q4 		$82K Hold
1,130
– – 0.02% 249
2021
Q3 		$79K Buy
+1,130
New +$81.8K 0.02% 236
2021
Q2 		– Sell
-1,130
Closed -$92K – 420
2021
Q1 		$92K Sell
1,130
-252
-18% -$19.8K 0.02% 209
2020
Q4 		$97K Buy
+1,382
New +$81.1K 0.02% 240

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

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

Destiny Wealth Partners sold out of Phillips 66 (PSX) in Q2 2026, closing a stake of 220 shares — an estimated $40.1K sold.

Destiny Wealth Partners first reported a position in PSX in Q4 2020 and held it in 9 quarters. The position peaked at $99K in Q1 2022. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Destiny Wealth Partners reported no remaining Phillips 66 position as of Q2 2026 after selling out during the quarter.
  • Destiny Wealth Partners sold 220 Phillips 66 shares in Q2 2026, an estimated $40.1K.
  • Destiny Wealth Partners first reported a position in Phillips 66 in Q4 2020 and held it in 9 quarters.
  • Destiny Wealth Partners's Phillips 66 position peaked at $99K in Q1 2022.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

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