Impact Partnership Wealth
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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
Q3 		$223K Buy
+875
New +$200K 0.02% 435
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Impact Partnership Wealth's PSX Position: Q3 2026 in Review

Impact Partnership Wealth opened a new position in Phillips 66 (PSX) in Q3 2026: 875 shares worth $223K. The stake represents 0.02% of the portfolio and ranks #435 among its holdings. This is a return to the name: Impact Partnership Wealth previously reported a position in PSX as recently as Q1 2026.

Impact Partnership Wealth first reported a position in PSX in Q2 2023 and has held it in 9 quarters since. The position peaked at $1.09M in Q4 2023. 1,641 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Impact Partnership Wealth held 875 shares of Phillips 66 worth $223K as of Q3 2026.
  • Phillips 66 was a new Impact Partnership Wealth position in Q3 2026.
  • Phillips 66 made up 0.02% of Impact Partnership Wealth's portfolio in Q3 2026, its #435 holding.
  • Impact Partnership Wealth first reported a position in Phillips 66 in Q2 2023 and has held it in 9 quarters since.
  • Impact Partnership Wealth's Phillips 66 position peaked at $1.09M in Q4 2023.
  • 1,641 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Impact Partnership Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.