DiNuzzo Private Wealth’s Phillips 66 PSX Stock Holding History

DiNuzzo Private Wealth’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	$6.25K	Hold	37	–	–	﹤0.01%	367
2026 Q1	$6.74K	Hold	37	–	–	﹤0.01%	334
2025 Q4	$4.78K	Hold	37	–	–	﹤0.01%	392
2025 Q3	$4.94K	Buy	37 +1	+3%	+$128	﹤0.01%	378
2025 Q2	$4.29K	Sell	36 -2	-5%	-$224	﹤0.01%	404
2025 Q1	$4.69K	Buy	38 +1	+3%	+$123	﹤0.01%	373
2024 Q4	$4.22K	Sell	37 -79	-68%	-$10.1K	﹤0.01%	389
2024 Q3	$15.2K	Sell	116 -2	-2%	-$270	﹤0.01%	205
2024 Q2	$16.7K	Buy	118 +83	+237%	+$12.3K	﹤0.01%	151
2024 Q1	$5.72K	Buy	35 +1	+3%	+$144	﹤0.01%	237
2023 Q4	$4.53K	Buy	+34	New	+$4.06K	﹤0.01%	250

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

DiNuzzo Private Wealth's PSX Position: Q2 2026 in Review

DiNuzzo Private Wealth held its Phillips 66 (PSX) position steady in Q2 2026 at 37 shares worth $6.25K. The position accounts for ﹤0.01% of the portfolio, ranked #367.

DiNuzzo Private Wealth first reported a position in PSX in Q4 2023 and has held it in 11 quarters since. The position peaked at $16.7K in Q2 2024. 2,095 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

DiNuzzo Private Wealth held 37 shares of Phillips 66 worth $6.25K as of Q2 2026.
DiNuzzo Private Wealth left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #367 holding.
DiNuzzo Private Wealth first reported a position in Phillips 66 in Q4 2023 and has held it in 11 quarters since.
DiNuzzo Private Wealth's Phillips 66 position peaked at $16.7K in Q2 2024.
2,095 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.