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Green Ridge Wealth Planning’s Phillips 66 PSX Stock Holding History

Green Ridge Wealth Planning’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 		$237K Hold
1,400
– – 0.1% 82
2026
Q1 		$255K Sell
1,400
-540
-28% -$84.6K 0.13% 68
2025
Q4 		$250K Buy
+1,940
New +$261K 0.13% 72

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

Green Ridge Wealth Planning's PSX Position: Q2 2026 in Review

Green Ridge Wealth Planning held its Phillips 66 (PSX) position steady in Q2 2026 at 1,400 shares worth $237K. The position accounts for 0.1% of the portfolio, ranked #82.

Green Ridge Wealth Planning first reported a position in PSX in Q4 2025 and has held it in 3 quarters since. The position peaked at $255K in Q1 2026. 2,094 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Green Ridge Wealth Planning held 1,400 shares of Phillips 66 worth $237K as of Q2 2026.
  • Green Ridge Wealth Planning left its Phillips 66 share count unchanged in Q2 2026.
  • Phillips 66 made up 0.1% of Green Ridge Wealth Planning's portfolio in Q2 2026, its #82 holding.
  • Green Ridge Wealth Planning first reported a position in Phillips 66 in Q4 2025 and has held it in 3 quarters since.
  • Green Ridge Wealth Planning's Phillips 66 position peaked at $255K in Q1 2026.
  • 2,094 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q2 2026, filed 8 Jul 2026.