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Evolution Wealth Management’s Phillips 66 PSX Stock Holding History

Evolution 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
Q1 		$59K Buy
324
+99
+44% +$15.5K 0.04% 244
2025
Q4 		$29K Buy
225
+15
+7% +$2.02K 0.02% 308
2025
Q3 		$28.6K Hold
210
– – 0.03% 260
2025
Q2 		$25.1K Buy
+210
New +$23.5K 0.03% 254

Other funds holding PSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Evolution Wealth Management's PSX Position: Q1 2026 in Review

Evolution Wealth Management increased its Phillips 66 (PSX) stake by 44% in Q1 2026, buying an estimated $15.5K and bringing the position to 324 shares worth $59K. The position accounts for 0.04% of the portfolio, ranked #244.

Evolution Wealth Management first reported a position in PSX in Q2 2025 and has held it in 4 quarters since. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Evolution Wealth Management held 324 shares of Phillips 66 worth $59K as of Q1 2026.
  • Evolution Wealth Management bought 99 Phillips 66 shares in Q1 2026, an estimated $15.5K.
  • Phillips 66 made up 0.04% of Evolution Wealth Management's portfolio in Q1 2026, its #244 holding.
  • Evolution Wealth Management first reported a position in Phillips 66 in Q2 2025 and has held it in 4 quarters since.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.