EP Wealth Advisors’s Phillips 66 PSX Stock Holding History

EP Wealth Advisors’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	$3.86M	Buy	22,857 +5,224	+30%	+$899K	0.01%	438
2026 Q1	$3.21M	Sell	17,633 -759	-4%	-$119K	0.02%	381
2025 Q4	$2.37M	Buy	+18,392	New	+$2.48M	0.01%	406
2025 Q2	$1.4M	Buy	11,721 +1,349	+13%	+$151K	0.01%	493
2025 Q1	$1.28M	Buy	10,372 +671	+7%	+$82.7K	0.01%	445
2024 Q4	$1.11M	Sell	9,701 -1,744	-15%	-$222K	0.01%	475
2024 Q3	$1.5M	Buy	11,445 +3,261	+40%	+$440K	0.01%	411
2024 Q2	$1.16M	Sell	8,184 -102	-1%	-$15.1K	0.01%	365
2024 Q1	$1.35M	Buy	8,286 +1,162	+16%	+$167K	0.02%	326
2023 Q4	$948K	Sell	7,124 -327	-4%	-$39.1K	0.01%	377
2023 Q3	$895K	Sell	7,451 -42,786	-85%	-$4.8M	0.01%	355
2023 Q2	$655K	Buy	50,237 +35,237	+235%	+$3.43M	0.01%	411
2023 Q1	$383K	Buy	15,000 +10,130	+208%	+$1.03M	0.01%	445
2022 Q4	$507K	Buy	+4,870	New	+$498K	0.01%	371
2022 Q3	–	Sell	-4,986	Closed	-$409K	–	554
2022 Q2	$409K	Sell	4,986 -91	-2%	-$8.42K	0.01%	418
2022 Q1	$439K	Sell	5,077 -942	-16%	-$79.3K	0.01%	404
2021 Q4	$436K	Buy	6,019 +659	+12%	+$49.8K	0.01%	383
2021 Q3	$375K	Sell	5,360 -2,477	-32%	-$179K	0.01%	385
2021 Q2	$673K	Buy	7,837 +1,748	+29%	+$148K	0.02%	288
2021 Q1	$496K	Buy	6,089 +1,941	+47%	+$152K	0.02%	317
2020 Q4	$290K	Sell	4,148 -325	-7%	-$19.1K	0.01%	346
2020 Q3	$232K	Buy	4,473 +655	+17%	+$40K	0.01%	322
2020 Q2	$275K	Sell	3,818 -875	-19%	-$61.9K	0.01%	317
2020 Q1	$252K	Sell	4,693 -5,945	-56%	-$484K	0.01%	326
2019 Q4	$1.19M	Buy	10,638 +282	+3%	+$31.7K	0.05%	170
2019 Q3	$1.06M	Buy	10,356 +752	+8%	+$75.4K	0.05%	151
2019 Q2	$898K	Sell	9,604 -418	-4%	-$37.5K	0.06%	146
2019 Q1	$954K	Buy	10,022 +504	+5%	+$47.9K	0.09%	113
2018 Q4	$820K	Buy	9,518 +1,262	+15%	+$123K	0.06%	136
2018 Q3	$931K	Buy	8,256 +4,605	+126%	+$532K	0.07%	119
2018 Q2	$410K	Buy	3,651 +200	+6%	+$22.5K	0.04%	134
2018 Q1	$331K	Hold	3,451	–	–	0.03%	152
2017 Q4	$349K	Sell	3,451 -175	-5%	-$16.6K	0.04%	132
2017 Q3	$332K	Sell	3,626 -180	-5%	-$15.2K	0.04%	128
2017 Q2	$315K	Buy	3,806 +70	+2%	+$5.5K	0.04%	131
2017 Q1	$296K	Sell	3,736 -527	-12%	-$42.5K	0.04%	116
2016 Q4	$358K	Sell	4,263 -133	-3%	-$11.1K	0.05%	95
2016 Q3	$354K	Sell	4,396 -518	-11%	-$40.3K	0.06%	95
2016 Q2	$390K	Sell	4,914 -388	-7%	-$31.7K	0.06%	89
2016 Q1	$459K	Buy	5,302 +2,254	+74%	+$183K	0.07%	85
2015 Q4	$249K	Hold	3,048	–	–	0.04%	124
2015 Q3	$234K	Hold	3,048	–	–	0.04%	123
2015 Q2	$246K	Sell	3,048 -1,455	-32%	-$116K	0.05%	105
2015 Q1	$354K	Sell	4,503 -200	-4%	-$14.7K	0.07%	90
2014 Q4	$337K	Hold	4,703	–	–	0.06%	101
2014 Q3	$382K	Buy	4,703 +100	+2%	+$8.32K	0.06%	78
2014 Q2	$370K	Sell	4,603 -486	-10%	-$40K	0.09%	75
2014 Q1	$392K	Buy	5,089 +730	+17%	+$55.6K	0.11%	70
2013 Q4	$336K	Sell	4,359 -305	-7%	-$20.3K	0.09%	89
2013 Q3	$270K	Sell	4,664 -840	-15%	-$48.7K	0.08%	84
2013 Q2	$324K	Buy	+5,504	New	+$346K	0.12%	61

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

EP Wealth Advisors's PSX Position: Q2 2026 in Review

EP Wealth Advisors increased its Phillips 66 (PSX) stake by 30% in Q2 2026, buying an estimated $899K and bringing the position to 22,857 shares worth $3.86M. The position accounts for 0.01% of the portfolio, ranked #438.

EP Wealth Advisors first reported a position in PSX in Q2 2013 and has held it in 51 quarters since. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

EP Wealth Advisors held 22,857 shares of Phillips 66 worth $3.86M as of Q2 2026.
EP Wealth Advisors bought 5,224 Phillips 66 shares in Q2 2026, an estimated $899K.
Phillips 66 made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #438 holding.
EP Wealth Advisors first reported a position in Phillips 66 in Q2 2013 and has held it in 51 quarters since.
2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.