Endeavor Private Wealth’s Phillips 66 PSX Stock Holding History

Endeavor 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 Q1	$1.07M	Sell	5,860 -399	-6%	-$62.5K	0.31%	77
2025 Q4	$808K	Buy	6,259 +811	+15%	+$109K	0.23%	86
2025 Q3	$741K	Buy	5,448 +211	+4%	+$27K	0.23%	89
2025 Q2	$625K	Sell	5,237 -554	-10%	-$62.1K	0.3%	69
2025 Q1	$715K	Buy	5,791 +4,804	+487%	+$592K	0.39%	59
2024 Q4	$112K	Buy	+987	New	+$126K	0.11%	83

Other funds holding PSX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Endeavor Private Wealth's PSX Position: Q1 2026 in Review

Endeavor Private Wealth reduced its Phillips 66 (PSX) stake by 6.4% in Q1 2026, selling an estimated $62.5K and leaving 5,860 shares worth $1.07M. The position accounts for 0.31% of the portfolio, ranked #77.

Endeavor Private Wealth first reported a position in PSX in Q4 2024 and has held it in 6 quarters since. 2,119 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

Endeavor Private Wealth held 5,860 shares of Phillips 66 worth $1.07M as of Q1 2026.
Endeavor Private Wealth sold 399 Phillips 66 shares in Q1 2026, an estimated $62.5K.
Phillips 66 made up 0.31% of Endeavor Private Wealth's portfolio in Q1 2026, its #77 holding.
Endeavor Private Wealth first reported a position in Phillips 66 in Q4 2024 and has held it in 6 quarters since.
2,119 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Endeavor Private Wealth's 13F filing for Q1 2026, filed 14 May 2026.