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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
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 $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

Impact Partnership Wealth's PSX Position: Q1 2026 in Review

Impact Partnership Wealth reduced its Phillips 66 (PSX) stake by 25% in Q1 2026, selling an estimated $171K and leaving 3,292 shares worth $600K. The position accounts for 0.07% of the portfolio, ranked #174.

Impact Partnership Wealth first reported a position in PSX in Q2 2023 and has held it in 8 quarters since. The position peaked at $1.09M in Q4 2023. 2,119 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Impact Partnership Wealth held 3,292 shares of Phillips 66 worth $600K as of Q1 2026.
  • Impact Partnership Wealth sold 1,091 Phillips 66 shares in Q1 2026, an estimated $171K.
  • Phillips 66 made up 0.07% of Impact Partnership Wealth's portfolio in Q1 2026, its #174 holding.
  • Impact Partnership Wealth first reported a position in Phillips 66 in Q2 2023 and has held it in 8 quarters since.
  • Impact Partnership Wealth's Phillips 66 position peaked at $1.09M in Q4 2023.
  • 2,119 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.