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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $544B AUM 28.31% 1-Year Est. Return

High Note Wealth's PSX Position: Q1 2026 in Review

High Note Wealth reduced its Phillips 66 (PSX) stake by 14% in Q1 2026, selling an estimated $2.66K and leaving 104 shares worth $18.9K. The position accounts for ﹤0.01% of the portfolio, ranked #286.

High Note Wealth first reported a position in PSX in Q4 2024 and has held it in 6 quarters since. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • High Note Wealth held 104 shares of Phillips 66 worth $18.9K as of Q1 2026.
  • High Note Wealth sold 17 Phillips 66 shares in Q1 2026, an estimated $2.66K.
  • Phillips 66 made up ﹤0.01% of High Note Wealth's portfolio in Q1 2026, its #286 holding.
  • High Note Wealth first reported a position in Phillips 66 in Q4 2024 and has held it in 6 quarters since.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.