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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
Q2 		$74.3K Buy
439
+115
+35% +$19.8K 0.04% 252
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 $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

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

Evolution Wealth Management increased its Phillips 66 (PSX) stake by 35% in Q2 2026, buying an estimated $19.8K and bringing the position to 439 shares worth $74.3K. The position accounts for 0.04% of the portfolio, ranked #252.

Evolution Wealth Management first reported a position in PSX in Q2 2025 and has held it in 5 quarters since. 2,102 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Evolution Wealth Management held 439 shares of Phillips 66 worth $74.3K as of Q2 2026.
  • Evolution Wealth Management bought 115 Phillips 66 shares in Q2 2026, an estimated $19.8K.
  • Phillips 66 made up 0.04% of Evolution Wealth Management's portfolio in Q2 2026, its #252 holding.
  • Evolution Wealth Management first reported a position in Phillips 66 in Q2 2025 and has held it in 5 quarters since.
  • 2,102 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.