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Leo Wealth LLC’s Phillips 66 PSX Stock Holding History

Leo Wealth LLC’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 		$208K Buy
+1,144
New +$179K 0.02% 423
2024
Q4 		– Sell
-1,675
Closed -$220K – 373
2024
Q3 		$220K Sell
1,675
-80
-5% -$10.8K 0.02% 319
2024
Q2 		$247K Buy
1,755
+123
+8% +$18.2K 0.03% 299
2024
Q1 		$267K Buy
1,632
+3
+0.2% +$432 0.03% 283
2023
Q4 		$233K Buy
+1,629
New +$195K 0.02% 294

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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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

Leo Wealth LLC's PSX Position: Q1 2026 in Review

Leo Wealth LLC opened a new position in Phillips 66 (PSX) in Q1 2026: 1,144 shares worth $208K. The stake represents 0.02% of the portfolio and ranks #423 among its holdings. This is a return to the name: Leo Wealth LLC previously reported a position in PSX as recently as Q3 2024.

Leo Wealth LLC first reported a position in PSX in Q4 2023 and has held it in 5 quarters since. The position peaked at $267K in Q1 2024. 2,128 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Leo Wealth LLC held 1,144 shares of Phillips 66 worth $208K as of Q1 2026.
  • Phillips 66 was a new Leo Wealth LLC position in Q1 2026.
  • Phillips 66 made up 0.02% of Leo Wealth LLC's portfolio in Q1 2026, its #423 holding.
  • Leo Wealth LLC first reported a position in Phillips 66 in Q4 2023 and has held it in 5 quarters since.
  • Leo Wealth LLC's Phillips 66 position peaked at $267K in Q1 2024.
  • 2,128 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

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