IP
PSX icon

Ignite Planners’s Phillips 66 PSX Stock Holding History

Ignite Planners’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 		– Sell
-1,481
Closed -$213K – 417
2025
Q4 		$213K Sell
1,481
-417
-22% -$56.1K 0.03% 379
2025
Q3 		$258K Buy
1,898
+3
+0.2% +$384 0.04% 317
2025
Q2 		$239K Buy
+1,895
New +$212K 0.04% 316
2024
Q4 		– Sell
-1,640
Closed -$216K – 317
2024
Q3 		$216K Sell
1,640
-180
-10% -$24.3K 0.05% 283
2024
Q2 		$252K Buy
1,820
+2
+0.1% +$296 0.06% 239
2024
Q1 		$297K Sell
1,818
-196
-10% -$28.2K 0.08% 213
2023
Q4 		$270K Sell
2,014
-36
-2% -$4.3K 0.08% 228
2023
Q3 		$224K Buy
2,050
+3
+0.1% +$337 0.07% 283
2023
Q2 		$204K Buy
2,047
+18
+0.9% +$1.75K 0.08% 243
2023
Q1 		$213K Sell
2,029
-4
-0.2% -$407 0.09% 236
2022
Q4 		$221K Buy
+2,033
New +$208K 0.09% 218

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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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

Ignite Planners's PSX Position: Q1 2026 in Review

Ignite Planners sold out of Phillips 66 (PSX) in Q1 2026, closing a stake of 1,481 shares — an estimated $213K sold.

Ignite Planners first reported a position in PSX in Q4 2022 and held it in 11 quarters. The position peaked at $297K in Q1 2024. 2,128 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Ignite Planners reported no remaining Phillips 66 position as of Q1 2026 after selling out during the quarter.
  • Ignite Planners sold 1,481 Phillips 66 shares in Q1 2026, an estimated $213K.
  • Ignite Planners first reported a position in Phillips 66 in Q4 2022 and held it in 11 quarters.
  • Ignite Planners's Phillips 66 position peaked at $297K in Q1 2024.
  • 2,128 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Ignite Planners's 13F filing for Q1 2026, filed 17 Apr 2026.