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Fourth Dimension Wealth’s Phillips 66 PSX Stock Holding History

Fourth Dimension 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
Q2 		$38K Buy
225
+25
+13% +$4.3K 0.01% 308
2026
Q1 		$36.4K Hold
200
– – 0.01% 259
2025
Q4 		$25.8K Hold
200
– – 0.01% 302
2025
Q3 		$27.2K Hold
200
– – 0.01% 289
2025
Q2 		$23.9K Sell
200
-250
-56% -$28K 0.01% 300
2025
Q1 		$55.6K Buy
450
+250
+125% +$30.8K 0.03% 212
2024
Q4 		$22.8K Buy
+200
New +$25.4K 0.01% 304

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

Fourth Dimension Wealth's PSX Position: Q2 2026 in Review

Fourth Dimension Wealth increased its Phillips 66 (PSX) stake by 13% in Q2 2026, buying an estimated $4.3K and bringing the position to 225 shares worth $38K. The position accounts for 0.01% of the portfolio, ranked #308.

Fourth Dimension Wealth first reported a position in PSX in Q4 2024 and has held it in 7 quarters since. The position peaked at $55.6K in Q1 2025. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Fourth Dimension Wealth held 225 shares of Phillips 66 worth $38K as of Q2 2026.
  • Fourth Dimension Wealth bought 25 Phillips 66 shares in Q2 2026, an estimated $4.3K.
  • Phillips 66 made up 0.01% of Fourth Dimension Wealth's portfolio in Q2 2026, its #308 holding.
  • Fourth Dimension Wealth first reported a position in Phillips 66 in Q4 2024 and has held it in 7 quarters since.
  • Fourth Dimension Wealth's Phillips 66 position peaked at $55.6K in Q1 2025.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.