MWM
PSX icon

Manske Wealth Management’s Phillips 66 PSX Stock Holding History

Manske 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 		$351K Sell
2,079
-405
-16% -$69.7K 0.09% 167
2026
Q1 		$453K Sell
2,484
-150
-6% -$23.5K 0.13% 129
2025
Q4 		$340K Hold
2,634
– – 0.1% 146
2025
Q3 		$358K Hold
2,634
– – 0.11% 138
2025
Q2 		$314K Buy
2,634
+200
+8% +$22.4K 0.1% 143
2025
Q1 		$301K Buy
2,434
+14
+0.6% +$1.73K 0.11% 138
2024
Q4 		$276K Buy
+2,420
New +$308K 0.11% 137

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

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

Manske Wealth Management reduced its Phillips 66 (PSX) stake by 16% in Q2 2026, selling an estimated $69.7K and leaving 2,079 shares worth $351K. The position accounts for 0.09% of the portfolio, ranked #167.

Manske Wealth Management first reported a position in PSX in Q4 2024 and has held it in 7 quarters since. The position peaked at $453K in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Manske Wealth Management held 2,079 shares of Phillips 66 worth $351K as of Q2 2026.
  • Manske Wealth Management sold 405 Phillips 66 shares in Q2 2026, an estimated $69.7K.
  • Phillips 66 made up 0.09% of Manske Wealth Management's portfolio in Q2 2026, its #167 holding.
  • Manske Wealth Management first reported a position in Phillips 66 in Q4 2024 and has held it in 7 quarters since.
  • Manske Wealth Management's Phillips 66 position peaked at $453K in Q1 2026.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Manske Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.