Johnson & White Wealth Management’s Phillips 66 PSX Stock Holding History

Johnson & White 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	$716K	Hold	4,235	–	–	0.27%	67
2026 Q1	$771K	Hold	4,235	–	–	0.33%	62
2025 Q4	$546K	Hold	4,235	–	–	0.24%	76
2025 Q3	$576K	Buy	4,235 +1	+0%	+$128	0.26%	68
2025 Q2	$505K	Hold	4,234	–	–	0.25%	69
2025 Q1	$523K	Buy	4,234 +54	+1%	+$6.66K	0.29%	63
2024 Q4	$478K	Buy	+4,180	New	+$532K	0.29%	64
2024 Q2	–	Sell	-4,480	Closed	-$732K	–	80
2024 Q1	$732K	Buy	4,480 +126	+3%	+$18.2K	0.53%	48
2023 Q4	$580K	Sell	4,354 -3	-0.1%	-$359	0.48%	47
2023 Q3	$524K	Buy	+4,357	New	+$489K	0.47%	51
2023 Q2	–	Sell	-4,357	Closed	-$442K	–	66
2023 Q1	$442K	Buy	4,357 +25	+0.6%	+$2.54K	0.39%	56
2022 Q4	$363K	Buy	4,332 +45	+1%	+$4.6K	0.37%	60
2022 Q3	$346K	Buy	+4,287	New	+$365K	0.39%	58

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Johnson & White Wealth Management's PSX Position: Q2 2026 in Review

Johnson & White Wealth Management held its Phillips 66 (PSX) position steady in Q2 2026 at 4,235 shares worth $716K. The position accounts for 0.27% of the portfolio, ranked #67.

Johnson & White Wealth Management first reported a position in PSX in Q3 2022 and has held it in 13 quarters since. The position peaked at $771K in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Johnson & White Wealth Management held 4,235 shares of Phillips 66 worth $716K as of Q2 2026.
Johnson & White Wealth Management left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 0.27% of Johnson & White Wealth Management's portfolio in Q2 2026, its #67 holding.
Johnson & White Wealth Management first reported a position in Phillips 66 in Q3 2022 and has held it in 13 quarters since.
Johnson & White Wealth Management's Phillips 66 position peaked at $771K in Q1 2026.
2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Johnson & White Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.