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Endowment Wealth Management’s Phillips 66 PSX Stock Holding History

Endowment 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 		$240K Sell
1,422
-84
-6% -$14.5K 0.09% 148
2026
Q1 		$274K Buy
+1,506
New +$236K 0.12% 115
2025
Q4 		– Sell
-1,483
Closed -$202K – 162
2025
Q3 		$202K Buy
+1,483
New +$190K 0.09% 145
2025
Q2 		– Sell
-1,711
Closed -$211K – 163
2025
Q1 		$211K Buy
+1,711
New +$211K 0.14% 133
2024
Q2 		– Sell
-1,490
Closed -$243K – 134
2024
Q1 		$243K Sell
1,490
-66
-4% -$9.51K 0.18% 110
2023
Q4 		$207K Sell
1,556
-192
-11% -$22.9K 0.17% 122
2023
Q3 		$210K Buy
+1,748
New +$196K 0.19% 117

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

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

Endowment Wealth Management reduced its Phillips 66 (PSX) stake by 5.6% in Q2 2026, selling an estimated $14.5K and leaving 1,422 shares worth $240K. The position accounts for 0.09% of the portfolio, ranked #148.

Endowment Wealth Management first reported a position in PSX in Q3 2023 and has held it in 7 quarters since. The position peaked at $274K in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Endowment Wealth Management held 1,422 shares of Phillips 66 worth $240K as of Q2 2026.
  • Endowment Wealth Management sold 84 Phillips 66 shares in Q2 2026, an estimated $14.5K.
  • Phillips 66 made up 0.09% of Endowment Wealth Management's portfolio in Q2 2026, its #148 holding.
  • Endowment Wealth Management first reported a position in Phillips 66 in Q3 2023 and has held it in 7 quarters since.
  • Endowment Wealth Management's Phillips 66 position peaked at $274K in Q1 2026.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Endowment Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.