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Marion Wealth Management’s Phillips 66 PSX Stock Holding History

Marion 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 		$2.25M Sell
13,302
-423
-3% -$72.8K 0.46% 50
2026
Q1 		$2.5M Sell
13,725
-734
-5% -$115K 0.55% 46
2025
Q4 		$2.05M Buy
14,459
+287
+2% +$38.6K 0.45% 51
2025
Q3 		$1.93M Buy
14,172
+31
+0.2% +$3.97K 0.46% 49
2025
Q2 		$1.69M Buy
14,141
+507
+4% +$56.8K 0.42% 53
2025
Q1 		$1.68M Buy
13,634
+379
+3% +$46.7K 0.45% 52
2024
Q4 		$1.51M Buy
13,255
+353
+3% +$44.9K 0.4% 58
2024
Q3 		$1.7M Buy
12,902
+575
+5% +$77.6K 0.45% 50
2024
Q2 		$1.74M Buy
12,327
+128
+1% +$18.9K 0.51% 49
2024
Q1 		$1.99M Sell
12,199
-127
-1% -$18.3K 0.59% 44
2023
Q4 		$1.64M Sell
12,326
-165
-1% -$19.7K 0.52% 50
2023
Q3 		$1.5M Sell
12,491
-19
-0.2% -$2.13K 0.53% 44
2023
Q2 		$1.19M Buy
12,510
+340
+3% +$33.1K 0.42% 50
2023
Q1 		$1.23M Buy
12,170
+684
+6% +$69.5K 0.46% 45
2022
Q4 		$1.2M Buy
11,486
+1,597
+16% +$163K 0.5% 46
2022
Q3 		$798K Buy
9,889
+1,202
+14% +$102K 0.41% 50
2022
Q2 		$712K Sell
8,687
-2,743
-24% -$254K 0.37% 60
2022
Q1 		$987K Sell
11,430
-290
-2% -$24.4K 0.48% 53
2021
Q4 		$849K Buy
+11,720
New +$886K 0.4% 55

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

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

Marion Wealth Management reduced its Phillips 66 (PSX) stake by 3.1% in Q2 2026, selling an estimated $72.8K and leaving 13,302 shares worth $2.25M. The position accounts for 0.46% of the portfolio, ranked #50.

Marion Wealth Management first reported a position in PSX in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.5M in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Marion Wealth Management held 13,302 shares of Phillips 66 worth $2.25M as of Q2 2026.
  • Marion Wealth Management sold 423 Phillips 66 shares in Q2 2026, an estimated $72.8K.
  • Phillips 66 made up 0.46% of Marion Wealth Management's portfolio in Q2 2026, its #50 holding.
  • Marion Wealth Management first reported a position in Phillips 66 in Q4 2021 and has held it in 19 quarters since.
  • Marion Wealth Management's Phillips 66 position peaked at $2.5M in Q1 2026.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Marion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.