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Greykasell Wealth Strategies’s Phillips 66 PSX Stock Holding History

Greykasell Wealth Strategies’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
Q1 		$107K Buy
588
+82
+16% +$12.8K 0.04% 186
2025
Q4 		$65.2K Buy
+506
New +$68.1K 0.03% 217

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Greykasell Wealth Strategies's PSX Position: Q1 2026 in Review

Greykasell Wealth Strategies increased its Phillips 66 (PSX) stake by 16% in Q1 2026, buying an estimated $12.8K and bringing the position to 588 shares worth $107K. The position accounts for 0.04% of the portfolio, ranked #186.

Greykasell Wealth Strategies first reported a position in PSX in Q4 2025 and has held it in 2 quarters since. 2,124 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Greykasell Wealth Strategies held 588 shares of Phillips 66 worth $107K as of Q1 2026.
  • Greykasell Wealth Strategies bought 82 Phillips 66 shares in Q1 2026, an estimated $12.8K.
  • Phillips 66 made up 0.04% of Greykasell Wealth Strategies's portfolio in Q1 2026, its #186 holding.
  • Greykasell Wealth Strategies first reported a position in Phillips 66 in Q4 2025 and has held it in 2 quarters since.
  • 2,124 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q1 2026, filed 7 May 2026.