Geneos Wealth Management’s Phillips 66 PSX Stock Holding History

Geneos 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	$3.11M	Buy	18,422 +55	+0.3%	+$9.47K	0.06%	306
2026 Q1	$3.35M	Sell	18,367 -2,866	-13%	-$449K	0.08%	272
2025 Q4	$2.74M	Sell	21,233 -25	-0.1%	-$3.37K	0.07%	305
2025 Q3	$2.89M	Sell	21,258 -796	-4%	-$102K	0.07%	287
2025 Q2	$2.63M	Buy	22,054 +10,104	+85%	+$1.13M	0.06%	321
2025 Q1	$1.48M	Buy	11,950 +7,575	+173%	+$934K	0.02%	563
2024 Q4	$499K	Buy	4,375 +9	+0.2%	+$1.15K	0.02%	591
2024 Q3	$574K	Buy	4,366 +538	+14%	+$72.6K	0.02%	526
2024 Q2	$540K	Sell	3,828 -552	-13%	-$81.7K	0.02%	475
2024 Q1	$715K	Sell	4,380 -39,594	-90%	-$5.71M	0.03%	416
2023 Q4	$5.85M	Sell	43,974 -14,858	-25%	-$1.78M	0.29%	79
2023 Q3	$7.07M	Buy	58,832 +835	+1%	+$93.7K	0.36%	57
2023 Q2	$5.53M	Buy	57,997 +9,174	+19%	+$892K	0.29%	83
2023 Q1	$4.95M	Sell	48,823 -8,931	-15%	-$908K	0.3%	82
2022 Q4	$6.01M	Buy	57,754 +12,788	+28%	+$1.31M	0.36%	67
2022 Q3	$3.63M	Sell	44,966 -20,412	-31%	-$1.74M	0.25%	100
2022 Q2	$5.51M	Buy	65,378 +4,122	+7%	+$381K	0.27%	84
2022 Q1	$5.29M	Sell	61,256 -17,657	-22%	-$1.49M	0.23%	104
2021 Q4	$5.72M	Sell	78,913 -12,101	-13%	-$915K	0.22%	105
2021 Q3	$6.61M	Buy	91,014 +3,023	+3%	+$219K	0.25%	82
2021 Q2	$7.73M	Sell	87,991 -1,375	-2%	-$116K	0.3%	68
2021 Q1	$7.23M	Sell	89,366 -198	-0.2%	-$15.5K	0.2%	114
2020 Q4	$7.31M	Buy	89,564 +1,332	+2%	+$78.2K	0.29%	72
2020 Q3	$4.67M	Sell	88,232 -11,328	-11%	-$691K	0.24%	95
2020 Q2	$6.78M	Buy	99,560 +3,966	+4%	+$281K	0.38%	64
2020 Q1	$5M	Buy	95,594 +4,919	+5%	+$400K	0.34%	67
2019 Q4	$10M	Buy	90,675 +2,093	+2%	+$235K	0.54%	34
2019 Q3	$9.18M	Sell	88,582 -1,735	-2%	-$174K	0.55%	36
2019 Q2	$8.45M	Buy	90,317 +56,219	+165%	+$5.04M	0.52%	39
2019 Q1	$3.25M	Sell	34,098 -491	-1%	-$46.7K	0.21%	126
2018 Q4	$2.94M	Buy	34,589 +61	+0.2%	+$5.96K	0.22%	126
2018 Q3	$3.89M	Buy	34,528 +779	+2%	+$90.1K	0.26%	111
2018 Q2	$3.79M	Sell	33,749 -3,031	-8%	-$341K	0.3%	93
2018 Q1	$3.53M	Buy	36,780 +51	+0.1%	+$4.96K	0.31%	89
2017 Q4	$3.71M	Buy	36,729 +467	+1%	+$44.4K	0.33%	86
2017 Q3	$3.32M	Sell	36,262 -530	-1%	-$44.9K	0.33%	85
2017 Q2	$3.04M	Buy	36,792 +175	+0.5%	+$13.7K	0.31%	88
2017 Q1	$2.9M	Sell	36,617 -489	-1%	-$39.4K	0.3%	90
2016 Q4	$3.21M	Buy	37,106 +72	+0.2%	+$5.99K	0.42%	62
2016 Q3	$2.98M	Sell	37,034 -1,250	-3%	-$97.2K	0.4%	60
2016 Q2	$3.05M	Sell	38,284 -1,602	-4%	-$131K	0.44%	51
2016 Q1	$3.42M	Buy	+39,886	New	+$3.24M	0.52%	40

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Geneos Wealth Management increased its Phillips 66 (PSX) stake by 0.3% in Q2 2026, buying an estimated $9.47K and bringing the position to 18,422 shares worth $3.11M. The position accounts for 0.06% of the portfolio, ranked #306.

Geneos Wealth Management first reported a position in PSX in Q1 2016 and has held it in 42 quarters since. The position peaked at $10M in Q4 2019. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Geneos Wealth Management held 18,422 shares of Phillips 66 worth $3.11M as of Q2 2026.
Geneos Wealth Management bought 55 Phillips 66 shares in Q2 2026, an estimated $9.47K.
Phillips 66 made up 0.06% of Geneos Wealth Management's portfolio in Q2 2026, its #306 holding.
Geneos Wealth Management first reported a position in Phillips 66 in Q1 2016 and has held it in 42 quarters since.
Geneos Wealth Management's Phillips 66 position peaked at $10M in Q4 2019.
2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.