EPG Wealth Management’s Phillips 66 PSX Stock Holding History

EPG 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	$976K	Sell	5,773 -173	-3%	-$29.8K	0.23%	100
2026 Q1	$1.08M	Buy	5,946 +128	+2%	+$20.1K	0.29%	94
2025 Q4	$751K	Sell	5,818 -67	-1%	-$9.02K	0.2%	118
2025 Q3	$801K	Buy	5,885 +433	+8%	+$55.5K	0.22%	119
2025 Q2	$650K	Buy	5,452 +105	+2%	+$11.8K	0.2%	124
2025 Q1	$660K	Buy	5,347 +261	+5%	+$32.2K	0.18%	140
2024 Q4	$579K	Buy	5,086 +191	+4%	+$24.3K	0.15%	149
2024 Q3	$643K	Buy	+4,895	New	+$661K	0.16%	143
2024 Q2	–	Sell	-4,695	Closed	-$695K	–	141
2024 Q1	$767K	Buy	4,695 +369	+9%	+$53.2K	0.19%	138
2023 Q4	$628K	Buy	+4,326	New	+$517K	0.17%	143
2020 Q2	–	Sell	-440	Closed	-$23K	–	609
2020 Q1	$23K	Buy	440 +49	+13%	+$3.99K	0.02%	384
2019 Q4	$44K	Buy	+391	New	+$43.9K	0.03%	251

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

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

EPG Wealth Management reduced its Phillips 66 (PSX) stake by 2.9% in Q2 2026, selling an estimated $29.8K and leaving 5,773 shares worth $976K. The position accounts for 0.23% of the portfolio, ranked #100.

EPG Wealth Management first reported a position in PSX in Q4 2019 and has held it in 12 quarters since. The position peaked at $1.08M in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

EPG Wealth Management held 5,773 shares of Phillips 66 worth $976K as of Q2 2026.
EPG Wealth Management sold 173 Phillips 66 shares in Q2 2026, an estimated $29.8K.
Phillips 66 made up 0.23% of EPG Wealth Management's portfolio in Q2 2026, its #100 holding.
EPG Wealth Management first reported a position in Phillips 66 in Q4 2019 and has held it in 12 quarters since.
EPG Wealth Management's Phillips 66 position peaked at $1.08M in Q1 2026.
2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.