EWM
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Elevatus Welath Management’s Phillips 66 PSX Stock Holding History

Elevatus Welath 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 		$1.29M Buy
7,621
+5,185
+213% +$893K 0.31% 70
2026
Q1 		$444K Sell
2,436
-108
-4% -$16.9K 0.23% 79
2025
Q4 		$328K Buy
+2,544
New +$342K 0.09% 112
2024
Q2 		– Sell
-1,318
Closed -$215K – 117
2024
Q1 		$215K Buy
+1,318
New +$190K 0.08% 89

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 $3.38T AUM 44.17% 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

Elevatus Welath Management's PSX Position: Q2 2026 in Review

Elevatus Welath Management increased its Phillips 66 (PSX) stake by 213% in Q2 2026, buying an estimated $893K and bringing the position to 7,621 shares worth $1.29M. The position accounts for 0.31% of the portfolio, ranked #70.

Elevatus Welath Management first reported a position in PSX in Q1 2024 and has held it in 4 quarters since. 2,107 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Elevatus Welath Management held 7,621 shares of Phillips 66 worth $1.29M as of Q2 2026.
  • Elevatus Welath Management bought 5,185 Phillips 66 shares in Q2 2026, an estimated $893K.
  • Phillips 66 made up 0.31% of Elevatus Welath Management's portfolio in Q2 2026, its #70 holding.
  • Elevatus Welath Management first reported a position in Phillips 66 in Q1 2024 and has held it in 4 quarters since.
  • 2,107 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Elevatus Welath Management's 13F filing for Q2 2026, filed 13 Aug 2026.