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Independent Solutions Wealth Management’s Phillips 66 PSX Stock Holding History

Independent Solutions Wealth Management’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 		$2.63M Buy
15,558
+183
+1% +$31.5K 0.34% 85
2026
Q1 		$2.8M Buy
15,375
+31
+0.2% +$4.86K 0.41% 72
2025
Q4 		$1.98M Buy
15,344
+184
+1% +$24.8K 0.36% 85
2025
Q3 		$2.06M Sell
15,160
-639
-4% -$81.9K 0.37% 83
2025
Q2 		$1.88M Buy
15,799
+476
+3% +$53.3K 0.37% 84
2025
Q1 		$1.89M Buy
15,323
+123
+0.8% +$15.2K 0.42% 74
2024
Q4 		$1.73M Sell
15,200
-162
-1% -$20.6K 0.38% 83
2024
Q3 		$2.02M Buy
15,362
+628
+4% +$84.8K 0.46% 68
2024
Q2 		$2.08M Sell
14,734
-532
-3% -$78.7K 0.48% 63
2024
Q1 		$2.49M Buy
15,266
+539
+4% +$77.7K 0.59% 49
2023
Q4 		$1.96M Buy
14,727
+5,618
+62% +$671K 0.5% 59
2023
Q3 		$1.09M Sell
9,109
-377
-4% -$42.3K 0.28% 84
2023
Q2 		$905K Buy
9,486
+6,424
+210% +$624K 0.23% 99
2023
Q1 		$310K Sell
3,062
-5
-0.2% -$508 0.09% 156
2022
Q4 		$319K Sell
3,067
-285
-9% -$29.2K 0.1% 159
2022
Q3 		$271K Buy
3,352
+43
+1% +$3.67K 0.09% 173
2022
Q2 		$271K Buy
+3,309
New +$306K 0.08% 171
2020
Q4 		– Sell
-5,396
Closed -$280K – 183
2020
Q3 		$280K Sell
5,396
-148
-3% -$9.03K 0.11% 133
2020
Q2 		$399K Sell
5,544
-676
-11% -$47.9K 0.17% 104
2020
Q1 		$334K Buy
6,220
+543
+10% +$44.2K 0.18% 89
2019
Q4 		$632K Buy
+5,677
New +$638K 0.28% 73

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

Independent Solutions Wealth Management's PSX Position: Q2 2026 in Review

Independent Solutions Wealth Management increased its Phillips 66 (PSX) stake by 1.2% in Q2 2026, buying an estimated $31.5K and bringing the position to 15,558 shares worth $2.63M. The position accounts for 0.34% of the portfolio, ranked #85.

Independent Solutions Wealth Management first reported a position in PSX in Q4 2019 and has held it in 21 quarters since. The position peaked at $2.8M in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Independent Solutions Wealth Management held 15,558 shares of Phillips 66 worth $2.63M as of Q2 2026.
  • Independent Solutions Wealth Management bought 183 Phillips 66 shares in Q2 2026, an estimated $31.5K.
  • Phillips 66 made up 0.34% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #85 holding.
  • Independent Solutions Wealth Management first reported a position in Phillips 66 in Q4 2019 and has held it in 21 quarters since.
  • Independent Solutions Wealth Management's Phillips 66 position peaked at $2.8M in Q1 2026.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.