IPW
PSX icon

Impact Partnership Wealth’s Phillips 66 PSX Stock Holding History

Impact Partnership 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 		– Sell
-3,292
Closed -$600K – 485
2026
Q1 		$600K Sell
3,292
-1,091
-25% -$171K 0.07% 174
2025
Q4 		$566K Buy
+4,383
New +$590K 0.07% 177
2024
Q4 		– Sell
-5,651
Closed -$743K – 326
2024
Q3 		$743K Buy
5,651
+378
+7% +$51K 0.17% 73
2024
Q2 		$744K Buy
5,273
+5,036
+2,125% +$745K 0.2% 66
2024
Q1 		$38.6K Sell
237
-7,960
-97% -$1.15M 0.02% 343
2023
Q4 		$1.09M Buy
8,197
+251
+3% +$30K 0.4% 29
2023
Q3 		$955K Buy
7,946
+4,468
+128% +$501K 0.3% 36
2023
Q2 		$332K Buy
+3,478
New +$338K 0.12% 124

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

Impact Partnership Wealth's PSX Position: Q2 2026 in Review

Impact Partnership Wealth sold out of Phillips 66 (PSX) in Q2 2026, closing a stake of 3,292 shares — an estimated $600K sold.

Impact Partnership Wealth first reported a position in PSX in Q2 2023 and held it in 8 quarters. The position peaked at $1.09M in Q4 2023. 2,108 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Impact Partnership Wealth reported no remaining Phillips 66 position as of Q2 2026 after selling out during the quarter.
  • Impact Partnership Wealth sold 3,292 Phillips 66 shares in Q2 2026, an estimated $600K.
  • Impact Partnership Wealth first reported a position in Phillips 66 in Q2 2023 and held it in 8 quarters.
  • Impact Partnership Wealth's Phillips 66 position peaked at $1.09M in Q4 2023.
  • 2,108 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.