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Measured Wealth Private Client Group’s Phillips 66 PSX Stock Holding History

Measured Wealth Private Client Group’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 		$273K Hold
1,617
– – 0.07% 166
2026
Q1 		$295K Hold
1,617
– – 0.08% 143
2025
Q4 		$209K Sell
1,617
-624
-28% -$84K 0.06% 184
2025
Q3 		$305K Hold
2,241
– – 0.08% 135
2025
Q2 		$267K Sell
2,241
-7
-0.3% -$784 0.08% 153
2025
Q1 		$278K Sell
2,248
-103
-4% -$12.7K 0.09% 141
2024
Q4 		$268K Hold
2,351
– – 0.09% 150
2024
Q3 		$309K Sell
2,351
-76
-3% -$10.3K 0.1% 134
2024
Q2 		$343K Buy
2,427
+32
+1% +$4.74K 0.12% 134
2024
Q1 		$391K Hold
2,395
– – 0.14% 114
2023
Q4 		$319K Hold
2,395
– – 0.12% 128
2023
Q3 		$288K Hold
2,395
– – 0.12% 127
2023
Q2 		$228K Hold
2,395
– – 0.09% 161
2023
Q1 		$243K Sell
2,395
-35
-1% -$3.56K 0.09% 152
2022
Q4 		$253K Buy
+2,430
New +$249K 0.1% 138
2022
Q2 		– Sell
-2,452
Closed -$212K – 196
2022
Q1 		$212K Buy
+2,452
New +$206K 0.08% 161
2021
Q3 		– Sell
-2,896
Closed -$249K – 173
2021
Q2 		$249K Buy
2,896
+28
+1% +$2.36K 0.08% 155
2021
Q1 		$234K Buy
+2,868
New +$225K 0.08% 138
2019
Q4 		– Sell
-2,321
Closed -$238K – 132
2019
Q3 		$238K Sell
2,321
-2,707
-54% -$271K 0.15% 103
2019
Q2 		$470K Sell
5,028
-1,450
-22% -$130K 0.27% 71
2019
Q1 		$616K Buy
+6,478
New +$616K 0.38% 53
2018
Q4 		– Sell
-3,628
Closed -$409K – 542
2018
Q3 		$409K Buy
3,628
+11
+0.3% +$1.27K 0.25% 70
2018
Q2 		$406K Buy
+3,617
New +$407K 0.33% 60

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

Measured Wealth Private Client Group's PSX Position: Q2 2026 in Review

Measured Wealth Private Client Group held its Phillips 66 (PSX) position steady in Q2 2026 at 1,617 shares worth $273K. The position accounts for 0.07% of the portfolio, ranked #166.

Measured Wealth Private Client Group first reported a position in PSX in Q2 2018 and has held it in 23 quarters since. The position peaked at $616K in Q1 2019. 2,101 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Measured Wealth Private Client Group held 1,617 shares of Phillips 66 worth $273K as of Q2 2026.
  • Measured Wealth Private Client Group left its Phillips 66 share count unchanged in Q2 2026.
  • Phillips 66 made up 0.07% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #166 holding.
  • Measured Wealth Private Client Group first reported a position in Phillips 66 in Q2 2018 and has held it in 23 quarters since.
  • Measured Wealth Private Client Group's Phillips 66 position peaked at $616K in Q1 2019.
  • 2,101 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.