Edge Wealth Management’s Phillips 66 PSX Stock Holding History

Edge 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	$254K	Hold	1,500	–	–	0.04%	72
2026 Q1	$273K	Buy	+1,500	New	+$235K	0.05%	69
2025 Q4	–	Sell	-1,500	Closed	-$204K	–	92
2025 Q3	$204K	Buy	+1,500	New	+$192K	0.04%	82
2024 Q3	–	Sell	-1,500	Closed	-$212K	–	83
2024 Q2	$212K	Hold	1,500	–	–	0.04%	70
2024 Q1	$245K	Buy	+1,500	New	+$216K	0.05%	66
2022 Q1	–	Sell	-1,500	Closed	-$109K	–	366
2021 Q4	$109K	Hold	1,500	–	–	0.02%	130
2021 Q3	$105K	Hold	1,500	–	–	0.02%	129
2021 Q2	$129K	Hold	1,500	–	–	0.03%	116
2021 Q1	$122K	Hold	1,500	–	–	0.03%	117
2020 Q4	$105K	Buy	+1,500	New	+$88.1K	0.02%	127
2020 Q3	–	Sell	-184	Closed	-$13K	–	588
2020 Q2	$13K	Sell	184 -999	-84%	-$70.7K	﹤0.01%	431
2020 Q1	$63K	Buy	1,183 +1,001	+550%	+$81.5K	0.01%	220
2019 Q4	$20K	Buy	182 +2	+1%	+$225	﹤0.01%	337
2019 Q3	$18K	Buy	180 +1	+0.6%	+$100	﹤0.01%	341
2019 Q2	$17K	Buy	179 +1	+0.6%	+$90	﹤0.01%	357
2019 Q1	$17K	Buy	178 +1	+0.6%	+$95	﹤0.01%	347
2018 Q4	$15K	Buy	177 +1	+0.6%	+$98	﹤0.01%	361
2018 Q3	$20K	Buy	176 +1	+0.6%	+$116	﹤0.01%	370
2018 Q2	$20K	Buy	175 +1	+0.6%	+$112	0.01%	350
2018 Q1	$17K	Buy	174 +1	+0.6%	+$97	﹤0.01%	326
2017 Q4	$17K	Buy	173 +1	+0.6%	+$95	﹤0.01%	327
2017 Q3	$16K	Buy	172 +1	+0.6%	+$85	﹤0.01%	324
2017 Q2	$14K	Buy	171 +1	+0.6%	+$79	﹤0.01%	339
2017 Q1	$13K	Buy	170 +1	+0.6%	+$81	﹤0.01%	330
2016 Q4	$15K	Buy	169 +1	+0.6%	+$83	0.01%	298
2016 Q3	$14K	Buy	168 +1	+0.6%	+$78	0.01%	301
2016 Q2	$13K	Buy	167 +1	+0.6%	+$82	0.01%	293
2016 Q1	$14K	Sell	166 -119	-42%	-$9.67K	0.01%	258
2015 Q4	$23K	Sell	285 -739	-72%	-$63.8K	0.01%	230
2015 Q3	$78K	Buy	1,024 +1	+0.1%	+$79	0.03%	151
2015 Q2	$82K	Sell	1,023 -249	-20%	-$19.8K	0.03%	157
2015 Q1	$100K	Sell	1,272 -519	-29%	-$38.1K	0.03%	135
2014 Q4	$129K	Sell	1,791 -14	-0.8%	-$1.03K	0.05%	125
2014 Q3	$147K	Buy	1,805 +101	+6%	+$8.41K	0.06%	109
2014 Q2	$137K	Buy	1,704 +1	+0.1%	+$82	0.06%	113
2014 Q1	$131K	Sell	1,703 -920	-35%	-$70K	0.05%	116
2013 Q4	$202K	Sell	2,623 -104	-4%	-$6.94K	0.09%	89
2013 Q3	$158K	Buy	2,727 +895	+49%	+$51.9K	0.1%	78
2013 Q2	$109K	Buy	+1,832	New	+$115K	0.07%	82

Other funds holding PSX

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

TCM

Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

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

Edge Wealth Management held its Phillips 66 (PSX) position steady in Q2 2026 at 1,500 shares worth $254K. The position accounts for 0.04% of the portfolio, ranked #72.

Edge Wealth Management first reported a position in PSX in Q2 2013 and has held it in 39 quarters since. The position peaked at $273K in Q1 2026. 355 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Edge Wealth Management held 1,500 shares of Phillips 66 worth $254K as of Q2 2026.
Edge Wealth Management left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 0.04% of Edge Wealth Management's portfolio in Q2 2026, its #72 holding.
Edge Wealth Management first reported a position in Phillips 66 in Q2 2013 and has held it in 39 quarters since.
Edge Wealth Management's Phillips 66 position peaked at $273K in Q1 2026.
355 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Edge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.