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Integrated Wealth Concepts’s Phillips 66 PSX Stock Holding History

Integrated Wealth Concepts’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 		$4.22M Buy
24,933
+842
+3% +$145K 0.02% 656
2026
Q1 		$4.39M Buy
24,091
+14,597
+154% +$2.29M 0.04% 465
2025
Q4 		$1.23M Sell
9,494
-5,127
-35% -$690K 0.01% 687
2025
Q3 		$1.99M Buy
14,621
+2,767
+23% +$354K 0.02% 675
2025
Q2 		$1.41M Buy
11,854
+1,891
+19% +$212K 0.01% 755
2025
Q1 		$1.23M Buy
9,963
+266
+3% +$32.8K 0.01% 740
2024
Q4 		$1.1M Sell
9,697
-72
-0.7% -$9.16K 0.01% 770
2024
Q3 		$1.28M Sell
9,769
-97
-1% -$13.1K 0.02% 705
2024
Q2 		$1.39M Buy
9,866
+194
+2% +$28.7K 0.02% 622
2024
Q1 		$1.58M Buy
9,672
+410
+4% +$59.1K 0.02% 588
2023
Q4 		$1.23M Sell
9,262
-743
-7% -$88.8K 0.02% 644
2023
Q3 		$1.2M Sell
10,005
-3,497
-26% -$392K 0.02% 619
2023
Q2 		$1.29M Buy
13,502
+956
+8% +$92.9K 0.02% 594
2023
Q1 		$1.27M Buy
12,546
+7,858
+168% +$799K 0.03% 536
2022
Q4 		$488K Buy
4,688
+1,453
+45% +$149K 0.01% 667
2022
Q3 		$261K Sell
3,235
-1,437
-31% -$122K 0.01% 777
2022
Q2 		$383K Buy
4,672
+462
+11% +$42.7K 0.01% 675
2022
Q1 		$364K Buy
+4,210
New +$354K 0.01% 673
2021
Q4 		– Sell
-2,981
Closed -$209K – 1014
2021
Q3 		$209K Buy
+2,981
New +$216K 0.01% 884
2021
Q2 		– Sell
-3,215
Closed -$262K – 829
2021
Q1 		$262K Buy
+3,215
New +$252K 0.01% 619

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

Integrated Wealth Concepts's PSX Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Phillips 66 (PSX) stake by 3.5% in Q2 2026, buying an estimated $145K and bringing the position to 24,933 shares worth $4.22M. The position accounts for 0.02% of the portfolio, ranked #656.

Integrated Wealth Concepts first reported a position in PSX in Q1 2021 and has held it in 20 quarters since. The position peaked at $4.39M in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Integrated Wealth Concepts held 24,933 shares of Phillips 66 worth $4.22M as of Q2 2026.
  • Integrated Wealth Concepts bought 842 Phillips 66 shares in Q2 2026, an estimated $145K.
  • Phillips 66 made up 0.02% of Integrated Wealth Concepts's portfolio in Q2 2026, its #656 holding.
  • Integrated Wealth Concepts first reported a position in Phillips 66 in Q1 2021 and has held it in 20 quarters since.
  • Integrated Wealth Concepts's Phillips 66 position peaked at $4.39M in Q1 2026.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.