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LeClair Wealth Partners’s Phillips 66 PSX Stock Holding History

LeClair Wealth Partners’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
Q1 		– Sell
-1,992
Closed -$257K – 172
2025
Q4 		$257K Buy
1,992
+36
+2% +$4.84K 0.15% 94
2025
Q3 		$266K Hold
1,956
– – 0.17% 79
2025
Q2 		$233K Sell
1,956
-47
-2% -$5.26K 0.16% 86
2025
Q1 		$247K Hold
2,003
– – 0.18% 82
2024
Q4 		$228K Buy
+2,003
New +$255K 0.15% 88

Other funds holding PSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LeClair Wealth Partners's PSX Position: Q1 2026 in Review

LeClair Wealth Partners sold out of Phillips 66 (PSX) in Q1 2026, closing a stake of 1,992 shares — an estimated $257K sold.

LeClair Wealth Partners first reported a position in PSX in Q4 2024 and held it in 5 quarters. The position peaked at $266K in Q3 2025. 2,118 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • LeClair Wealth Partners reported no remaining Phillips 66 position as of Q1 2026 after selling out during the quarter.
  • LeClair Wealth Partners sold 1,992 Phillips 66 shares in Q1 2026, an estimated $257K.
  • LeClair Wealth Partners first reported a position in Phillips 66 in Q4 2024 and held it in 5 quarters.
  • LeClair Wealth Partners's Phillips 66 position peaked at $266K in Q3 2025.
  • 2,118 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on LeClair Wealth Partners's 13F filing for Q1 2026, filed 5 May 2026.