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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
Q2 		$574K Sell
2,468
-289
-10% -$49.7K 0.03% 292
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
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

Evergreen Wealth Solutions's PSX Position: Q2 2026 in Review

Evergreen Wealth Solutions reduced its Phillips 66 (PSX) stake by 10% in Q2 2026, selling an estimated $49.7K and leaving 2,468 shares worth $574K. The position accounts for 0.03% of the portfolio, ranked #292.

Evergreen Wealth Solutions first reported a position in PSX in Q1 2025 and has held it in 5 quarters since. 2,103 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Evergreen Wealth Solutions held 2,468 shares of Phillips 66 worth $574K as of Q2 2026.
  • Evergreen Wealth Solutions sold 289 Phillips 66 shares in Q2 2026, an estimated $49.7K.
  • Phillips 66 made up 0.03% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #292 holding.
  • Evergreen Wealth Solutions first reported a position in Phillips 66 in Q1 2025 and has held it in 5 quarters since.
  • 2,103 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.