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Liberty Wealth Management’s Phillips 66 PSX Stock Holding History

Liberty 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 		$255K Hold
1,398
– – 0.03% 227
2026
Q1 		$255K Buy
+1,398
New +$219K 0.03% 227
2024
Q3 		– Sell
-1,515
Closed -$214K – 249
2024
Q2 		$214K Sell
1,515
-373
-20% -$55.2K 0.04% 187
2024
Q1 		$308K Sell
1,888
-22
-1% -$3.17K 0.06% 144
2023
Q4 		$254K Sell
1,910
-4
-0.2% -$478 0.05% 143
2023
Q3 		$230K Buy
+1,914
New +$215K 0.06% 155
2023
Q2 		– Sell
-1,993
Closed -$202K – 221
2023
Q1 		$202K Buy
+1,993
New +$203K 0.04% 217
2022
Q2 		– Sell
-2,539
Closed -$219K – 167
2022
Q1 		$219K Buy
+2,539
New +$214K 0.08% 137
2021
Q4 		– Sell
-3,008
Closed -$214K – 859
2021
Q3 		$214K Buy
3,008
+411
+16% +$29.8K 0.08% 156
2021
Q2 		$223K Buy
2,597
+84
+3% +$7.09K 0.09% 120
2021
Q1 		$169K Hold
2,513
– – 0.08% 127
2020
Q4 		$169K Sell
2,513
-99
-4% -$5.81K 0.08% 126
2020
Q3 		$135K Buy
2,612
+16
+0.6% +$976 0.08% 131
2020
Q2 		$187K Buy
2,596
+105
+4% +$7.43K 0.13% 97
2020
Q1 		$134K Sell
2,491
-289
-10% -$23.5K 0.12% 112
2019
Q4 		$310K Sell
2,780
-18
-0.6% -$2.02K 0.24% 77
2019
Q3 		$287K Buy
2,798
+511
+22% +$51.2K 0.27% 72
2019
Q2 		$214K Sell
2,287
-102
-4% -$9.15K 0.19% 103
2019
Q1 		$227K Buy
2,389
+1,653
+225% +$157K 0.17% 81
2018
Q4 		$63K Buy
+736
New +$71.9K 0.05% 170

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

Liberty Wealth Management's PSX Position: Q2 2026 in Review

Liberty Wealth Management held its Phillips 66 (PSX) position steady in Q2 2026 at 1,398 shares worth $255K. The position accounts for 0.03% of the portfolio, ranked #227.

Liberty Wealth Management first reported a position in PSX in Q4 2018 and has held it in 20 quarters since. The position peaked at $310K in Q4 2019. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Liberty Wealth Management held 1,398 shares of Phillips 66 worth $255K as of Q2 2026.
  • Liberty Wealth Management left its Phillips 66 share count unchanged in Q2 2026.
  • Phillips 66 made up 0.03% of Liberty Wealth Management's portfolio in Q2 2026, its #227 holding.
  • Liberty Wealth Management first reported a position in Phillips 66 in Q4 2018 and has held it in 20 quarters since.
  • Liberty Wealth Management's Phillips 66 position peaked at $310K in Q4 2019.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.