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Marshall & Sterling Wealth Advisors’s Phillips 66 PSX Stock Holding History

Marshall & Sterling Wealth Advisors’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 		$277K Hold
1,639
– – 0.16% 87
2026
Q1 		$299K Hold
1,639
– – 0.2% 79
2025
Q4 		$211K Hold
1,639
– – 0.14% 83
2025
Q3 		$223K Hold
1,639
– – 0.14% 80
2025
Q2 		$196K Sell
1,639
-8
-0.5% -$896 0.13% 83
2025
Q1 		$203K Sell
1,647
-980
-37% -$121K 0.14% 83
2024
Q4 		$299K Buy
+2,627
New +$334K 0.21% 70

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

Marshall & Sterling Wealth Advisors's PSX Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its Phillips 66 (PSX) position steady in Q2 2026 at 1,639 shares worth $277K. The position accounts for 0.16% of the portfolio, ranked #87.

Marshall & Sterling Wealth Advisors first reported a position in PSX in Q4 2024 and has held it in 7 quarters since. The position peaked at $299K in Q4 2024. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 1,639 shares of Phillips 66 worth $277K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors left its Phillips 66 share count unchanged in Q2 2026.
  • Phillips 66 made up 0.16% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #87 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in Phillips 66 in Q4 2024 and has held it in 7 quarters since.
  • Marshall & Sterling Wealth Advisors's Phillips 66 position peaked at $299K in Q4 2024.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.