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Evoke Wealth’s Phillips 66 PSX Stock Holding History

Evoke Wealth’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 		– Sell
-5,988
Closed -$1.09M – 487
2026
Q1 		$1.09M Buy
5,988
+561
+10% +$87.9K 0.02% 269
2025
Q4 		$700K Buy
5,427
+1,040
+24% +$140K 0.01% 327
2025
Q3 		$597K Buy
4,387
+728
+20% +$93.3K 0.01% 322
2025
Q2 		$437K Buy
3,659
+1,804
+97% +$202K 0.01% 371
2025
Q1 		$229K Buy
1,855
+38
+2% +$4.68K 0.01% 393
2024
Q4 		$207K Buy
1,817
+212
+13% +$27K 0.01% 406
2024
Q3 		$211K Buy
+1,605
New +$217K 0.01% 387
2024
Q2 		– Sell
-1,653
Closed -$270K – 320
2024
Q1 		$270K Buy
+1,653
New +$238K 0.01% 340
2023
Q4 		– Sell
-2,242
Closed -$269K – 290
2023
Q3 		$269K Buy
2,242
+48
+2% +$5.39K 0.01% 314
2023
Q2 		$209K Buy
+2,194
New +$213K 0.01% 333
2023
Q1 		– Sell
-2,542
Closed -$265K – 372
2022
Q4 		$265K Buy
2,542
+26
+1% +$2.66K 0.01% 299
2022
Q3 		$203K Buy
2,516
+906
+56% +$77.2K 0.01% 322
2022
Q2 		$132K Buy
1,610
+713
+79% +$66K ﹤0.01% 379
2022
Q1 		$77K Buy
897
+188
+27% +$15.8K ﹤0.01% 466
2021
Q4 		$51K Buy
709
+1
+0.1% +$76 ﹤0.01% 529
2021
Q3 		$49K Sell
708
-1
-0.1% -$72 ﹤0.01% 506
2021
Q2 		$61K Sell
709
-39
-5% -$3.29K ﹤0.01% 503
2021
Q1 		$61K Buy
748
+40
+6% +$3.14K ﹤0.01% 429
2020
Q4 		$50K Hold
708
– – ﹤0.01% 378
2020
Q3 		$37K Buy
708
+57
+9% +$3.48K ﹤0.01% 394
2020
Q2 		$47K Sell
651
-211
-24% -$14.9K ﹤0.01% 357
2020
Q1 		$46.2K Sell
862
-327
-28% -$26.6K 0.01% 349
2019
Q4 		$133K Buy
1,189
+293
+33% +$32.9K 0.02% 284
2019
Q3 		$91.8K Buy
+896
New +$89.8K 0.01% 385

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

Evoke Wealth's PSX Position: Q2 2026 in Review

Evoke Wealth sold out of Phillips 66 (PSX) in Q2 2026, closing a stake of 5,988 shares — an estimated $1.09M sold.

Evoke Wealth first reported a position in PSX in Q3 2019 and held it in 24 quarters. The position peaked at $1.09M in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Evoke Wealth reported no remaining Phillips 66 position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 5,988 Phillips 66 shares in Q2 2026, an estimated $1.09M.
  • Evoke Wealth first reported a position in Phillips 66 in Q3 2019 and held it in 24 quarters.
  • Evoke Wealth's Phillips 66 position peaked at $1.09M in Q1 2026.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.