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GeoWealth Management’s Phillips 66 PSX Stock Holding History

GeoWealth 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 		$381K Buy
2,252
+737
+49% +$127K 0.01% 576
2026
Q1 		$276K Buy
1,515
+29
+2% +$4.54K 0.01% 639
2025
Q4 		$192K Buy
+1,486
New +$200K 0.01% 679
2025
Q3 		– Sell
-1,515
Closed -$181K – 1102
2025
Q2 		$181K Buy
1,515
+60
+4% +$6.72K 0.01% 691
2025
Q1 		$180K Sell
1,455
-650
-31% -$80.1K 0.01% 684
2024
Q4 		$240K Sell
2,105
-159
-7% -$20.2K 0.01% 690
2024
Q3 		$298K Sell
2,264
-268
-11% -$36.2K 0.01% 606
2024
Q2 		$357K Sell
2,532
-10,009
-80% -$1.48M 0.02% 528
2024
Q1 		$2.05M Buy
12,541
+10,920
+674% +$1.57M 0.08% 173
2023
Q4 		$216K Buy
+1,621
New +$194K 0.02% 490
2019
Q4 		– Sell
-2,278
Closed -$234K – 175
2019
Q3 		$234K Buy
+2,278
New +$228K 0.05% 183

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

GeoWealth Management's PSX Position: Q2 2026 in Review

GeoWealth Management increased its Phillips 66 (PSX) stake by 49% in Q2 2026, buying an estimated $127K and bringing the position to 2,252 shares worth $381K. The position accounts for 0.01% of the portfolio, ranked #576.

GeoWealth Management first reported a position in PSX in Q3 2019 and has held it in 11 quarters since. The position peaked at $2.05M in Q1 2024. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • GeoWealth Management held 2,252 shares of Phillips 66 worth $381K as of Q2 2026.
  • GeoWealth Management bought 737 Phillips 66 shares in Q2 2026, an estimated $127K.
  • Phillips 66 made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #576 holding.
  • GeoWealth Management first reported a position in Phillips 66 in Q3 2019 and has held it in 11 quarters since.
  • GeoWealth Management's Phillips 66 position peaked at $2.05M in Q1 2024.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.