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IAG Wealth Partners’s Phillips 66 PSX Stock Holding History

IAG Wealth Partners’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 		$14.4K Hold
85
– – ﹤0.01% 349
2026
Q1 		$15.5K Hold
85
– – ﹤0.01% 334
2025
Q4 		$11K Hold
85
– – ﹤0.01% 353
2025
Q3 		$11.6K Hold
85
– – ﹤0.01% 359
2025
Q2 		$10.1K Hold
85
– – ﹤0.01% 340
2025
Q1 		$10.5K Hold
85
– – ﹤0.01% 335
2024
Q4 		$9.68K Sell
85
-100
-54% -$12.7K ﹤0.01% 344
2024
Q3 		$24.3K Buy
185
+100
+118% +$13.5K ﹤0.01% 261
2024
Q2 		$12K Hold
85
– – ﹤0.01% 311
2024
Q1 		$13.9K Buy
+85
New +$12.3K ﹤0.01% 278
2023
Q2 		– Sell
-150
Closed -$15.2K – 482
2023
Q1 		$15.2K Buy
+150
New +$15.3K ﹤0.01% 258
2022
Q2 		– Sell
-18
Closed -$2K – 471
2022
Q1 		$2K Buy
+18
New +$1.51K ﹤0.01% 403

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

IAG Wealth Partners's PSX Position: Q2 2026 in Review

IAG Wealth Partners held its Phillips 66 (PSX) position steady in Q2 2026 at 85 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #349.

IAG Wealth Partners first reported a position in PSX in Q1 2022 and has held it in 12 quarters since. The position peaked at $24.3K in Q3 2024. 2,095 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • IAG Wealth Partners held 85 shares of Phillips 66 worth $14.4K as of Q2 2026.
  • IAG Wealth Partners left its Phillips 66 share count unchanged in Q2 2026.
  • Phillips 66 made up ﹤0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #349 holding.
  • IAG Wealth Partners first reported a position in Phillips 66 in Q1 2022 and has held it in 12 quarters since.
  • IAG Wealth Partners's Phillips 66 position peaked at $24.3K in Q3 2024.
  • 2,095 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.