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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
2020
Q3 		– Sell
-8
Closed -$4K – 445
2020
Q2 		$4K Buy
+8
New +$566 ﹤0.01% 194

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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. 1,311 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.
  • 1,311 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.