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Flatrock Wealth Partners’s Phillips 66 PSX Stock Holding History

Flatrock Wealth Partners’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 		$371K Buy
2,197
+217
+11% +$37.4K 0.15% 101
2026
Q1 		$361K Sell
1,980
-71
-3% -$11.1K 0.16% 88
2025
Q4 		$265K Buy
+2,051
New +$276K 0.13% 122

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

Flatrock Wealth Partners's PSX Position: Q2 2026 in Review

Flatrock Wealth Partners increased its Phillips 66 (PSX) stake by 11% in Q2 2026, buying an estimated $37.4K and bringing the position to 2,197 shares worth $371K. The position accounts for 0.15% of the portfolio, ranked #101.

Flatrock Wealth Partners first reported a position in PSX in Q4 2025 and has held it in 3 quarters since. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Flatrock Wealth Partners held 2,197 shares of Phillips 66 worth $371K as of Q2 2026.
  • Flatrock Wealth Partners bought 217 Phillips 66 shares in Q2 2026, an estimated $37.4K.
  • Phillips 66 made up 0.15% of Flatrock Wealth Partners's portfolio in Q2 2026, its #101 holding.
  • Flatrock Wealth Partners first reported a position in Phillips 66 in Q4 2025 and has held it in 3 quarters since.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Flatrock Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.