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 Q2	$339K	Buy	+2,005	New	+$345K	0.18%	89
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 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

LeClair Wealth Partners's PSX Position: Q2 2026 in Review

LeClair Wealth Partners opened a new position in Phillips 66 (PSX) in Q2 2026: 2,005 shares worth $339K. The stake represents 0.18% of the portfolio and ranks #89 among its holdings. This is a return to the name: LeClair Wealth Partners previously reported a position in PSX as recently as Q4 2025.

LeClair Wealth Partners first reported a position in PSX in Q4 2024 and has held it in 6 quarters since. 2,102 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

LeClair Wealth Partners held 2,005 shares of Phillips 66 worth $339K as of Q2 2026.
Phillips 66 was a new LeClair Wealth Partners position in Q2 2026.
Phillips 66 made up 0.18% of LeClair Wealth Partners's portfolio in Q2 2026, its #89 holding.
LeClair Wealth Partners first reported a position in Phillips 66 in Q4 2024 and has held it in 6 quarters since.
2,102 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on LeClair Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.