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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Medallion Wealth Advisors's PSX Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its Phillips 66 (PSX) stake by 4.7% in Q1 2026, selling an estimated $3.45K and leaving 446 shares worth $81.3K. The position accounts for 0.03% of the portfolio, ranked #392.

Medallion Wealth Advisors first reported a position in PSX in Q4 2024 and has held it in 6 quarters since. 2,119 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

Medallion Wealth Advisors held 446 shares of Phillips 66 worth $81.3K as of Q1 2026.
Medallion Wealth Advisors sold 22 Phillips 66 shares in Q1 2026, an estimated $3.45K.
Phillips 66 made up 0.03% of Medallion Wealth Advisors's portfolio in Q1 2026, its #392 holding.
Medallion Wealth Advisors first reported a position in Phillips 66 in Q4 2024 and has held it in 6 quarters since.
2,119 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.