Medallion Wealth Advisors’s Phillips 66 PSX Stock Holding History

Medallion 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	$76K	Buy	449 +3	+0.7%	+$516	0.02%	384
2026 Q1	$81.3K	Sell	446 -22	-5%	-$3.45K	0.03%	392
2025 Q4	$60.4K	Buy	468 +3	+0.6%	+$404	0.02%	443
2025 Q3	$63.3K	Buy	465 +30	+7%	+$3.84K	0.02%	431
2025 Q2	$53.6K	Buy	435 +3	+0.7%	+$336	0.02%	456
2025 Q1	$53.7K	Buy	432 +3	+0.7%	+$370	0.02%	419
2024 Q4	$48.9K	Buy	+429	New	+$54.6K	0.02%	410

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Medallion Wealth Advisors's PSX Position: Q2 2026 in Review

Medallion Wealth Advisors increased its Phillips 66 (PSX) stake by 0.67% in Q2 2026, buying an estimated $516 and bringing the position to 449 shares worth $76K. The position accounts for 0.02% of the portfolio, ranked #384.

Medallion Wealth Advisors first reported a position in PSX in Q4 2024 and has held it in 7 quarters since. The position peaked at $81.3K in Q1 2026. 2,106 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Medallion Wealth Advisors held 449 shares of Phillips 66 worth $76K as of Q2 2026.
Medallion Wealth Advisors bought 3 Phillips 66 shares in Q2 2026, an estimated $516.
Phillips 66 made up 0.02% of Medallion Wealth Advisors's portfolio in Q2 2026, its #384 holding.
Medallion Wealth Advisors first reported a position in Phillips 66 in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's Phillips 66 position peaked at $81.3K in Q1 2026.
2,106 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.