Focus Partners Wealth
PSX icon

Focus Partners Wealth’s Phillips 66 PSX Stock Holding History

Focus Partners 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
Q1 		$98M Buy
538,005
+22,096
+4% +$3.46M 0.11% 189
2025
Q4 		$67.9M Buy
515,909
+88,051
+21% +$11.9M 0.08% 234
2025
Q3 		$58.2M Buy
427,858
+22,199
+5% +$2.84M 0.09% 193
2025
Q2 		$48.4M Sell
405,659
-3,497
-0.9% -$392K 0.1% 189
2025
Q1 		$50.5M Buy
409,156
+6,613
+2% +$815K 0.13% 162
2024
Q4 		$45.9M Buy
402,543
+70,919
+21% +$9.02M 0.12% 167
2024
Q3 		$43.6M Sell
331,624
-115,380
-26% -$15.6M 0.14% 158
2024
Q2 		$62.9M Buy
447,004
+356,142
+392% +$52.7M 0.21% 112
2024
Q1 		$14.8M Buy
90,862
+82,949
+1,048% +$12M 0.12% 174
2023
Q4 		$1.05M Buy
+7,913
New +$946K 0.01% 443

Other funds holding PSX

BlackRock
BlackRock New York $5.7T 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 $15.9B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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 $74.9B 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