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Glass Wealth Management’s Phillips 66 PSX Stock Holding History

Glass 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 		$5.24M Buy
30,990
+591
+2% +$102K 1.75% 19
2026
Q1 		$5.54M Buy
30,399
+800
+3% +$125K 2.15% 19
2025
Q4 		$3.82M Sell
29,599
-1,500
-5% -$202K 1.57% 23
2025
Q3 		$4.23M Buy
31,099
+3,365
+12% +$431K 1.89% 19
2025
Q2 		$3.31M Sell
27,734
-495
-2% -$55.5K 1.76% 18
2025
Q1 		$3.49M Sell
28,229
-1,880
-6% -$232K 2.09% 18
2024
Q4 		$3.43M Sell
30,109
-630
-2% -$80.1K 1.86% 16
2024
Q3 		$4.04M Buy
30,739
+1,295
+4% +$175K 2.23% 14
2024
Q2 		$4.16M Buy
29,444
+244
+0.8% +$36.1K 2.43% 12
2024
Q1 		$4.77M Buy
+29,200
New +$4.21M 2.91% 9

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

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

Glass Wealth Management increased its Phillips 66 (PSX) stake by 1.9% in Q2 2026, buying an estimated $102K and bringing the position to 30,990 shares worth $5.24M. The position accounts for 1.75% of the portfolio, ranked #19.

Glass Wealth Management first reported a position in PSX in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.54M in Q1 2026. 2,102 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Glass Wealth Management held 30,990 shares of Phillips 66 worth $5.24M as of Q2 2026.
  • Glass Wealth Management bought 591 Phillips 66 shares in Q2 2026, an estimated $102K.
  • Phillips 66 made up 1.75% of Glass Wealth Management's portfolio in Q2 2026, its #19 holding.
  • Glass Wealth Management first reported a position in Phillips 66 in Q1 2024 and has held it in 10 quarters since.
  • Glass Wealth Management's Phillips 66 position peaked at $5.54M in Q1 2026.
  • 2,102 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

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