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Golden State Wealth Management’s Phillips 66 PSX Stock Holding History

Golden State 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 		$125K Buy
739
+32
+5% +$5.51K 0.01% 513
2026
Q1 		$129K Sell
707
-332
-32% -$52K 0.01% 462
2025
Q4 		$134K Sell
1,039
-67
-6% -$9.02K 0.01% 456
2025
Q3 		$151K Buy
1,106
+4
+0.4% +$512 0.02% 427
2025
Q2 		$131K Buy
1,102
+330
+43% +$37K 0.02% 426
2025
Q1 		$95.4K Buy
772
+97
+14% +$12K 0.01% 454
2024
Q4 		$77K Buy
+675
New +$85.9K 0.01% 483
2020
Q2 		– Sell
-876
Closed -$62K – 712
2020
Q1 		$47K Buy
+876
New +$71.3K 0.02% 371
2019
Q4 		– Sell
-1,388
Closed -$142K – 703
2019
Q3 		$142K Buy
1,388
+791
+132% +$79.3K 0.05% 255
2019
Q2 		$55K Sell
597
-59
-9% -$5.29K 0.02% 436
2019
Q1 		$62K Buy
+656
New +$62.4K 0.02% 400

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

Golden State Wealth Management's PSX Position: Q2 2026 in Review

Golden State Wealth Management increased its Phillips 66 (PSX) stake by 4.5% in Q2 2026, buying an estimated $5.51K and bringing the position to 739 shares worth $125K. The position accounts for 0.01% of the portfolio, ranked #513.

Golden State Wealth Management first reported a position in PSX in Q1 2019 and has held it in 11 quarters since. The position peaked at $151K in Q3 2025. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Golden State Wealth Management held 739 shares of Phillips 66 worth $125K as of Q2 2026.
  • Golden State Wealth Management bought 32 Phillips 66 shares in Q2 2026, an estimated $5.51K.
  • Phillips 66 made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #513 holding.
  • Golden State Wealth Management first reported a position in Phillips 66 in Q1 2019 and has held it in 11 quarters since.
  • Golden State Wealth Management's Phillips 66 position peaked at $151K in Q3 2025.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.