Focused Wealth Management
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Focused Wealth Management’s Phillips 66 PSX Stock Holding History

Focused 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
Q3 		$239K Buy
+934
New +$213K 0.02% 195
2024
Q3 		– Sell
-121
Closed -$17K – 280
2024
Q2 		$17K Buy
+121
New +$17.9K ﹤0.01% 222
2024
Q1 		– Sell
-120
Closed -$15.9K – 766
2023
Q4 		$15.9K Buy
120
+1
+0.8% +$120 ﹤0.01% 473
2023
Q3 		$14.3K Hold
119
– – ﹤0.01% 474
2023
Q2 		$11.3K Buy
119
+11
+10% +$1.07K ﹤0.01% 518
2023
Q1 		$10.9K Buy
108
+6
+6% +$610 ﹤0.01% 525
2022
Q4 		$10.7K Hold
102
– – ﹤0.01% 519
2022
Q3 		$8K Buy
102
+25
+32% +$2.13K ﹤0.01% 528
2022
Q2 		$6K Sell
77
-77
-50% -$7.12K ﹤0.01% 594
2022
Q1 		$13K Sell
154
-18
-10% -$1.51K ﹤0.01% 515
2021
Q4 		$12K Sell
172
-1,873
-92% -$142K ﹤0.01% 559
2021
Q3 		$143K Buy
2,045
+1
+0% +$72 0.02% 224
2021
Q2 		$175K Buy
2,044
+2
+0.1% +$169 0.03% 190
2021
Q1 		$167K Buy
2,042
+2
+0.1% +$157 0.03% 188
2020
Q4 		$143K Buy
2,040
+77
+4% +$4.52K 0.03% 197
2020
Q3 		$102K Buy
1,963
+2
+0.1% +$122 0.02% 242
2020
Q2 		$141K Buy
1,961
+1
+0.1% +$71 0.03% 172
2020
Q1 		$105K Buy
1,960
+2
+0.1% +$163 0.03% 192
2019
Q4 		$218K Sell
1,958
-499
-20% -$56.1K 0.05% 137
2019
Q3 		$252K Hold
2,457
– – 0.07% 113
2019
Q2 		$230K Buy
2,457
+1
+0% +$90 0.06% 126
2019
Q1 		$234K Sell
2,456
-124
-5% -$11.8K 0.07% 126
2018
Q4 		$222K Buy
2,580
+1
+0% +$98 0.08% 133
2018
Q3 		$291K Buy
2,579
+125
+5% +$14.4K 0.1% 109
2018
Q2 		$276K Buy
2,454
+101
+4% +$11.4K 0.1% 119
2018
Q1 		$226K Sell
2,353
-99
-4% -$9.6K 0.07% 140
2017
Q4 		$248K Buy
2,452
+2,220
+957% +$211K 0.08% 125
2017
Q3 		$21K Buy
232
+81
+54% +$6.86K 0.01% 336
2017
Q2 		$13K Buy
151
+21
+16% +$1.65K ﹤0.01% 438
2017
Q1 		$10K Hold
130
– – ﹤0.01% 463
2016
Q4 		$11K Buy
130
+1
+0.8% +$83 ﹤0.01% 464
2016
Q3 		$10K Sell
129
-1,750
-93% -$136K ﹤0.01% 446
2016
Q2 		$149K Buy
1,879
+1,751
+1,368% +$143K 0.07% 174
2016
Q1 		$11K Buy
128
+1
+0.8% +$81 0.01% 387
2015
Q4 		$10K Hold
127
– – 0.01% 412
2015
Q3 		$10K Hold
127
– – 0.01% 402
2015
Q2 		$10K Hold
127
– – 0.01% 411
2015
Q1 		$10K Hold
127
– – 0.01% 432
2014
Q4 		$9K Hold
127
– – 0.01% 440
2014
Q3 		$10K Hold
127
– – 0.01% 431
2014
Q2 		$10K Hold
127
– – 0.01% 424
2014
Q1 		$10K Hold
127
– – 0.01% 402
2013
Q4 		$10K Hold
127
– – 0.01% 402
2013
Q3 		$7K Buy
+127
New +$7.36K 0.01% 418

Other funds holding PSX

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Focused Wealth Management's PSX Position: Q3 2026 in Review

Focused Wealth Management opened a new position in Phillips 66 (PSX) in Q3 2026: 934 shares worth $239K. The stake represents 0.02% of the portfolio and ranks #195 among its holdings. This is a return to the name: Focused Wealth Management previously reported a position in PSX as recently as Q2 2024.

Focused Wealth Management first reported a position in PSX in Q3 2013 and has held it in 44 quarters since. The position peaked at $291K in Q3 2018. 1,854 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Focused Wealth Management held 934 shares of Phillips 66 worth $239K as of Q3 2026.
  • Phillips 66 was a new Focused Wealth Management position in Q3 2026.
  • Phillips 66 made up 0.02% of Focused Wealth Management's portfolio in Q3 2026, its #195 holding.
  • Focused Wealth Management first reported a position in Phillips 66 in Q3 2013 and has held it in 44 quarters since.
  • Focused Wealth Management's Phillips 66 position peaked at $291K in Q3 2018.
  • 1,854 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Focused Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.