FWA
PSX icon

Flagship Wealth Advisors’s Phillips 66 PSX Stock Holding History

Flagship Wealth Advisors’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 		$84.5K Hold
500
– – 0.02% 221
2026
Q1 		$59.6K Hold
500
– – 0.03% 181
2025
Q4 		$64.5K Hold
500
– – 0.02% 195
2025
Q3 		$68K Hold
500
– – 0.02% 196
2025
Q2 		$59.6K Hold
500
– – 0.02% 196
2025
Q1 		$61.7K Hold
500
– – 0.03% 188
2024
Q4 		$57K Buy
+500
New +$63.6K 0.03% 181

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

Flagship Wealth Advisors's PSX Position: Q2 2026 in Review

Flagship Wealth Advisors held its Phillips 66 (PSX) position steady in Q2 2026 at 500 shares worth $84.5K. The position accounts for 0.02% of the portfolio, ranked #221.

Flagship Wealth Advisors first reported a position in PSX in Q4 2024 and has held it in 7 quarters since. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Flagship Wealth Advisors held 500 shares of Phillips 66 worth $84.5K as of Q2 2026.
  • Flagship Wealth Advisors left its Phillips 66 share count unchanged in Q2 2026.
  • Phillips 66 made up 0.02% of Flagship Wealth Advisors's portfolio in Q2 2026, its #221 holding.
  • Flagship Wealth Advisors first reported a position in Phillips 66 in Q4 2024 and has held it in 7 quarters since.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

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