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Gen-Wealth Partners’s Phillips 66 PSX Stock Holding History

Gen-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 		$43.8K Buy
259
+12
+5% +$2.07K 0.01% 416
2026
Q1 		$45K Hold
247
– – 0.01% 405
2025
Q4 		$31.9K Hold
247
– – 0.01% 428
2025
Q3 		$33.6K Hold
247
– – 0.01% 423
2025
Q2 		$29.5K Hold
247
– – 0.01% 382
2025
Q1 		$30.5K Hold
247
– – 0.01% 380
2024
Q4 		$28.1K Hold
247
– – 0.01% 408
2024
Q3 		$30.2K Sell
247
-935
-79% -$126K 0.01% 421
2024
Q2 		$167K Hold
1,182
– – 0.08% 227
2024
Q1 		$193K Buy
+1,182
New +$170K 0.1% 205

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

Gen-Wealth Partners's PSX Position: Q2 2026 in Review

Gen-Wealth Partners increased its Phillips 66 (PSX) stake by 4.9% in Q2 2026, buying an estimated $2.07K and bringing the position to 259 shares worth $43.8K. The position accounts for 0.01% of the portfolio, ranked #416.

Gen-Wealth Partners first reported a position in PSX in Q1 2024 and has held it in 10 quarters since. The position peaked at $193K in Q1 2024. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Gen-Wealth Partners held 259 shares of Phillips 66 worth $43.8K as of Q2 2026.
  • Gen-Wealth Partners bought 12 Phillips 66 shares in Q2 2026, an estimated $2.07K.
  • Phillips 66 made up 0.01% of Gen-Wealth Partners's portfolio in Q2 2026, its #416 holding.
  • Gen-Wealth Partners first reported a position in Phillips 66 in Q1 2024 and has held it in 10 quarters since.
  • Gen-Wealth Partners's Phillips 66 position peaked at $193K in Q1 2024.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.