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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Measured Wealth Private Client Group's PSX Position: Q1 2026 in Review

Measured Wealth Private Client Group held its Phillips 66 (PSX) position steady in Q1 2026 at 1,617 shares worth $295K. The position accounts for 0.08% of the portfolio, ranked #143.

Measured Wealth Private Client Group first reported a position in PSX in Q2 2018 and has held it in 22 quarters since. The position peaked at $616K in Q1 2019. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Measured Wealth Private Client Group held 1,617 shares of Phillips 66 worth $295K as of Q1 2026.
  • Measured Wealth Private Client Group left its Phillips 66 share count unchanged in Q1 2026.
  • Phillips 66 made up 0.08% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #143 holding.
  • Measured Wealth Private Client Group first reported a position in Phillips 66 in Q2 2018 and has held it in 22 quarters since.
  • Measured Wealth Private Client Group's Phillips 66 position peaked at $616K in Q1 2019.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.