Evermay Wealth Management’s Phillips 66 PSX Stock Holding History

Evermay 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	$113K	Buy	670 +170	+34%	+$29.3K	0.01%	254
2026 Q1	$91.1K	Hold	500	–	–	0.01%	262
2025 Q4	$64.5K	Hold	500	–	–	0.01%	300
2025 Q3	$68K	Hold	500	–	–	0.01%	302
2025 Q2	$59.6K	Hold	500	–	–	0.01%	310
2025 Q1	$61.7K	Hold	500	–	–	0.01%	305
2024 Q4	$57K	Sell	500 -350	-41%	-$44.5K	0.01%	310
2024 Q3	$112K	Hold	850	–	–	0.02%	258
2024 Q2	$120K	Sell	850 -50	-6%	-$7.4K	0.02%	249
2024 Q1	$147K	Sell	900 -4	-0.4%	-$576	0.02%	224
2023 Q4	$120K	Buy	904 +4	+0.4%	+$478	0.02%	227
2023 Q3	$108K	Hold	900	–	–	0.02%	227
2023 Q2	$85.8K	Hold	900	–	–	0.02%	254
2023 Q1	$91.2K	Hold	900	–	–	0.02%	245
2022 Q4	$93.7K	Hold	900	–	–	0.02%	234
2022 Q3	$73K	Hold	900	–	–	0.01%	249
2022 Q2	$74K	Hold	900	–	–	0.01%	242
2022 Q1	$78K	Hold	900	–	–	0.01%	267
2021 Q4	$65K	Sell	900 -50	-5%	-$3.78K	0.01%	254
2021 Q3	$67K	Hold	950	–	–	0.01%	241
2021 Q2	$82K	Buy	+950	New	+$80.2K	0.02%	233

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

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

Evermay Wealth Management increased its Phillips 66 (PSX) stake by 34% in Q2 2026, buying an estimated $29.3K and bringing the position to 670 shares worth $113K. The position accounts for 0.01% of the portfolio, ranked #254.

Evermay Wealth Management first reported a position in PSX in Q2 2021 and has held it in 21 quarters since. The position peaked at $147K in Q1 2024. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Evermay Wealth Management held 670 shares of Phillips 66 worth $113K as of Q2 2026.
Evermay Wealth Management bought 170 Phillips 66 shares in Q2 2026, an estimated $29.3K.
Phillips 66 made up 0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #254 holding.
Evermay Wealth Management first reported a position in Phillips 66 in Q2 2021 and has held it in 21 quarters since.
Evermay Wealth Management's Phillips 66 position peaked at $147K in Q1 2024.
2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.