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Global Wealth Strategies & Associates’s Phillips 66 PSX Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-311
Closed -$56.7K – 369
2026
Q1 		$56.7K Hold
311
– – 0.01% 159
2025
Q4 		$40.1K Hold
311
– – 0.01% 175
2025
Q3 		$42.3K Buy
311
+36
+13% +$4.61K 0.01% 159
2025
Q2 		$32.8K Hold
275
– – 0.01% 134
2025
Q1 		$34K Buy
+275
New +$33.9K 0.01% 147

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

Global Wealth Strategies & Associates's PSX Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Phillips 66 (PSX) in Q2 2026, closing a stake of 311 shares — an estimated $56.7K sold.

Global Wealth Strategies & Associates first reported a position in PSX in Q1 2025 and held it in 5 quarters. The position peaked at $56.7K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Phillips 66 position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 311 Phillips 66 shares in Q2 2026, an estimated $56.7K.
  • Global Wealth Strategies & Associates first reported a position in Phillips 66 in Q1 2025 and held it in 5 quarters.
  • Global Wealth Strategies & Associates's Phillips 66 position peaked at $56.7K in Q1 2026.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.