Evergreen Wealth Solutions’s Phillips 66 PSX Stock Holding History

Evergreen Wealth Solutions’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	$502K	Buy	2,757 +851	+45%	+$133K	0.04%	250
2025 Q4	$246K	Buy	1,906 +248	+15%	+$33.4K	0.03%	187
2025 Q3	$226K	Buy	+1,658	New	+$212K	0.13%	111
2025 Q2	–	Sell	-2,362	Closed	-$292K	–	122
2025 Q1	$292K	Buy	+2,362	New	+$291K	0.2%	87

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

Evergreen Wealth Solutions's PSX Position: Q1 2026 in Review

Evergreen Wealth Solutions increased its Phillips 66 (PSX) stake by 45% in Q1 2026, buying an estimated $133K and bringing the position to 2,757 shares worth $502K. The position accounts for 0.04% of the portfolio, ranked #250.

Evergreen Wealth Solutions first reported a position in PSX in Q1 2025 and has held it in 4 quarters since. 2,118 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

Evergreen Wealth Solutions held 2,757 shares of Phillips 66 worth $502K as of Q1 2026.
Evergreen Wealth Solutions bought 851 Phillips 66 shares in Q1 2026, an estimated $133K.
Phillips 66 made up 0.04% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #250 holding.
Evergreen Wealth Solutions first reported a position in Phillips 66 in Q1 2025 and has held it in 4 quarters since.
2,118 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.