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Independent Wealth Network’s Phillips 66 PSX Stock Holding History

Independent Wealth Network’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 		$271K Buy
1,605
+29
+2% +$4.99K 0.07% 260
2026
Q1 		$287K Sell
1,576
-59
-4% -$9.24K 0.09% 224
2025
Q4 		$211K Sell
1,635
-13
-0.8% -$1.75K 0.06% 263
2025
Q3 		$224K Sell
1,648
-124
-7% -$15.9K 0.07% 246
2025
Q2 		$211K Sell
1,772
-57
-3% -$6.39K 0.08% 240
2025
Q1 		$226K Sell
1,829
-108
-6% -$13.3K 0.09% 213
2024
Q4 		$221K Buy
1,937
+280
+17% +$35.6K 0.09% 208
2024
Q3 		$218K Buy
1,657
+30
+2% +$4.05K 0.1% 201
2024
Q2 		$230K Buy
1,627
+1
+0.1% +$148 0.11% 192
2024
Q1 		$266K Buy
1,626
+97
+6% +$14K 0.12% 178
2023
Q4 		$204K Buy
+1,529
New +$183K 0.11% 201

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 Wealth Network's PSX Position: Q2 2026 in Review

Independent Wealth Network increased its Phillips 66 (PSX) stake by 1.8% in Q2 2026, buying an estimated $4.99K and bringing the position to 1,605 shares worth $271K. The position accounts for 0.07% of the portfolio, ranked #260.

Independent Wealth Network first reported a position in PSX in Q4 2023 and has held it in 11 quarters since. The position peaked at $287K in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Independent Wealth Network held 1,605 shares of Phillips 66 worth $271K as of Q2 2026.
  • Independent Wealth Network bought 29 Phillips 66 shares in Q2 2026, an estimated $4.99K.
  • Phillips 66 made up 0.07% of Independent Wealth Network's portfolio in Q2 2026, its #260 holding.
  • Independent Wealth Network first reported a position in Phillips 66 in Q4 2023 and has held it in 11 quarters since.
  • Independent Wealth Network's Phillips 66 position peaked at $287K in Q1 2026.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.