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Forza Wealth Management’s Phillips 66 PSX Stock Holding History

Forza 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 		$563K Hold
3,330
– – 0.17% 117
2026
Q1 		$607K Buy
3,330
+163
+5% +$25.5K 0.21% 114
2025
Q4 		$409K Buy
3,167
+493
+18% +$66.4K 0.15% 135
2025
Q3 		$364K Buy
2,674
+191
+8% +$24.5K 0.14% 144
2025
Q2 		$296K Buy
2,483
+248
+11% +$27.8K 0.12% 157
2025
Q1 		$276K Buy
2,235
+50
+2% +$6.16K 0.12% 155
2024
Q4 		$249K Buy
2,185
+221
+11% +$28.1K 0.11% 165
2024
Q3 		$258K Buy
+1,964
New +$265K 0.12% 160

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

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

Forza Wealth Management held its Phillips 66 (PSX) position steady in Q2 2026 at 3,330 shares worth $563K. The position accounts for 0.17% of the portfolio, ranked #117.

Forza Wealth Management first reported a position in PSX in Q3 2024 and has held it in 8 quarters since. The position peaked at $607K in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Forza Wealth Management held 3,330 shares of Phillips 66 worth $563K as of Q2 2026.
  • Forza Wealth Management left its Phillips 66 share count unchanged in Q2 2026.
  • Phillips 66 made up 0.17% of Forza Wealth Management's portfolio in Q2 2026, its #117 holding.
  • Forza Wealth Management first reported a position in Phillips 66 in Q3 2024 and has held it in 8 quarters since.
  • Forza Wealth Management's Phillips 66 position peaked at $607K in Q1 2026.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.