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Dynamic Wealth Strategies’s Phillips 66 PSX Stock Holding History

Dynamic Wealth Strategies’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 		$55.8K Hold
330
– – 0.03% 148
2026
Q1 		$60.1K Hold
330
– – 0.03% 139
2025
Q4 		$42.6K Hold
330
– – 0.03% 147
2025
Q3 		$44.9K Hold
330
– – 0.03% 133
2025
Q2 		$39.4K Hold
330
– – 0.03% 134
2025
Q1 		$40.7K Buy
+330
New +$40.7K 0.03% 132
2024
Q4 		– Sell
-341
Closed -$45K – 190
2024
Q3 		$45K Sell
341
-122
-26% -$16.5K 0.04% 131
2024
Q2 		$65K Hold
463
– – 0.06% 113
2024
Q1 		$76K Sell
463
-1,785
-79% -$257K 0.06% 110
2023
Q4 		$299K Buy
+2,248
New +$269K 0.28% 42

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

Dynamic Wealth Strategies's PSX Position: Q2 2026 in Review

Dynamic Wealth Strategies held its Phillips 66 (PSX) position steady in Q2 2026 at 330 shares worth $55.8K. The position accounts for 0.03% of the portfolio, ranked #148.

Dynamic Wealth Strategies first reported a position in PSX in Q4 2023 and has held it in 10 quarters since. The position peaked at $299K in Q4 2023. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Dynamic Wealth Strategies held 330 shares of Phillips 66 worth $55.8K as of Q2 2026.
  • Dynamic Wealth Strategies left its Phillips 66 share count unchanged in Q2 2026.
  • Phillips 66 made up 0.03% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #148 holding.
  • Dynamic Wealth Strategies first reported a position in Phillips 66 in Q4 2023 and has held it in 10 quarters since.
  • Dynamic Wealth Strategies's Phillips 66 position peaked at $299K in Q4 2023.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.