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Diversify Wealth Management’s Phillips 66 PSX Stock Holding History

Diversify 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 		$1.53M Sell
7,366
-398
-5% -$68.5K 0.03% 498
2026
Q1 		$1.35M Buy
+7,764
New +$1.22M 0.02% 497

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

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

Diversify Wealth Management reduced its Phillips 66 (PSX) stake by 5.1% in Q2 2026, selling an estimated $68.5K and leaving 7,366 shares worth $1.53M. The position accounts for 0.03% of the portfolio, ranked #498.

Diversify Wealth Management first reported a position in PSX in Q1 2026 and has held it in 2 quarters since. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Diversify Wealth Management held 7,366 shares of Phillips 66 worth $1.53M as of Q2 2026.
  • Diversify Wealth Management sold 398 Phillips 66 shares in Q2 2026, an estimated $68.5K.
  • Phillips 66 made up 0.03% of Diversify Wealth Management's portfolio in Q2 2026, its #498 holding.
  • Diversify Wealth Management first reported a position in Phillips 66 in Q1 2026 and has held it in 2 quarters since.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.