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High Note Wealth’s Phillips 66 PSX Stock Holding History

High Note Wealth’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 		$9.47K Sell
56
-48
-46% -$8.26K ﹤0.01% 420
2026
Q1 		$18.9K Sell
104
-17
-14% -$2.66K ﹤0.01% 286
2025
Q4 		$15.6K Buy
121
+24
+25% +$3.23K ﹤0.01% 285
2025
Q3 		$13.2K Buy
97
+1
+1% +$128 ﹤0.01% 291
2025
Q2 		$11.5K Hold
96
– – ﹤0.01% 288
2025
Q1 		$11.9K Buy
96
+1
+1% +$123 ﹤0.01% 276
2024
Q4 		$10.8K Buy
+95
New +$12.1K ﹤0.01% 287

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

High Note Wealth's PSX Position: Q2 2026 in Review

High Note Wealth reduced its Phillips 66 (PSX) stake by 46% in Q2 2026, selling an estimated $8.26K and leaving 56 shares worth $9.47K. The position accounts for ﹤0.01% of the portfolio, ranked #420.

High Note Wealth first reported a position in PSX in Q4 2024 and has held it in 7 quarters since. The position peaked at $18.9K in Q1 2026. 2,102 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • High Note Wealth held 56 shares of Phillips 66 worth $9.47K as of Q2 2026.
  • High Note Wealth sold 48 Phillips 66 shares in Q2 2026, an estimated $8.26K.
  • Phillips 66 made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #420 holding.
  • High Note Wealth first reported a position in Phillips 66 in Q4 2024 and has held it in 7 quarters since.
  • High Note Wealth's Phillips 66 position peaked at $18.9K in Q1 2026.
  • 2,102 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.