Mission Wealth Management’s Phillips 66 PSX Stock Holding History

Mission Wealth Management’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	$2.56M	Buy	15,142 +8,622	+132%	+$1.48M	0.03%	267
2026 Q1	$1.19M	Sell	6,520 -574	-8%	-$89.9K	0.02%	301
2025 Q4	$915K	Buy	7,094 +1,044	+17%	+$141K	0.02%	352
2025 Q3	$823K	Buy	6,050 +28	+0.5%	+$3.59K	0.02%	375
2025 Q2	$718K	Sell	6,022 -333	-5%	-$37.3K	0.02%	394
2025 Q1	$785K	Buy	6,355 +743	+13%	+$91.6K	0.02%	354
2024 Q4	$639K	Sell	5,612 -250	-4%	-$31.8K	0.01%	374
2024 Q3	$771K	Buy	5,862 +773	+15%	+$104K	0.02%	345
2024 Q2	$718K	Buy	5,089 +23	+0.5%	+$3.4K	0.02%	337
2024 Q1	$827K	Buy	5,066 +187	+4%	+$26.9K	0.02%	330
2023 Q4	$650K	Sell	4,879 -824	-14%	-$98.5K	0.02%	318
2023 Q3	$685K	Buy	5,703 +51	+0.9%	+$5.72K	0.03%	287
2023 Q2	$539K	Buy	5,652 +172	+3%	+$16.7K	0.02%	331
2023 Q1	$556K	Buy	5,480 +118	+2%	+$12K	0.02%	311
2022 Q4	$558K	Sell	5,362 -1,567	-23%	-$160K	0.03%	296
2022 Q3	$559K	Buy	6,929 +788	+13%	+$67.2K	0.03%	280
2022 Q2	$504K	Buy	6,141 +709	+13%	+$65.6K	0.03%	294
2022 Q1	$470K	Sell	5,432 -263	-5%	-$22.1K	0.02%	322
2021 Q4	$413K	Buy	5,695 +167	+3%	+$12.6K	0.02%	360
2021 Q3	$387K	Buy	5,528 +364	+7%	+$26.3K	0.02%	354
2021 Q2	$443K	Buy	5,164 +885	+21%	+$74.7K	0.02%	306
2021 Q1	$349K	Sell	4,279 -363	-8%	-$28.5K	0.02%	331
2020 Q4	$325K	Sell	4,642 -136	-3%	-$7.98K	0.02%	328
2020 Q3	$248K	Buy	4,778 +207	+5%	+$12.6K	0.02%	308
2020 Q2	$329K	Sell	4,571 -12	-0.3%	-$850	0.03%	232
2020 Q1	$246K	Sell	4,583 -509	-10%	-$41.4K	0.03%	249
2019 Q4	$567K	Buy	5,092 +1,470	+41%	+$165K	0.05%	170
2019 Q3	$371K	Buy	3,622 +6	+0.2%	+$601	0.04%	195
2019 Q2	$338K	Sell	3,616 -344	-9%	-$30.9K	0.04%	221
2019 Q1	$377K	Sell	3,960 -48	-1%	-$4.56K	0.04%	198
2018 Q4	$345K	Buy	4,008 +138	+4%	+$13.5K	0.05%	184
2018 Q3	$436K	Sell	3,870 -17	-0.4%	-$1.97K	0.06%	168
2018 Q2	$437K	Buy	3,887 +913	+31%	+$103K	0.06%	152
2018 Q1	$285K	Buy	2,974 +67	+2%	+$6.52K	0.05%	171
2017 Q4	$294K	Buy	+2,907	New	+$276K	0.05%	156
2017 Q2	–	Sell	-2,801	Closed	-$222K	–	199
2017 Q1	$222K	Buy	2,801 +125	+5%	+$10.1K	0.04%	166
2016 Q4	$231K	Buy	+2,676	New	+$222K	0.05%	153
2016 Q2	–	Sell	-2,776	Closed	-$240K	–	172
2016 Q1	$240K	Buy	+2,776	New	+$226K	0.06%	126

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

Mission Wealth Management's PSX Position: Q2 2026 in Review

Mission Wealth Management increased its Phillips 66 (PSX) stake by 132% in Q2 2026, buying an estimated $1.48M and bringing the position to 15,142 shares worth $2.56M. The position accounts for 0.03% of the portfolio, ranked #267.

Mission Wealth Management first reported a position in PSX in Q1 2016 and has held it in 38 quarters since. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Mission Wealth Management held 15,142 shares of Phillips 66 worth $2.56M as of Q2 2026.
Mission Wealth Management bought 8,622 Phillips 66 shares in Q2 2026, an estimated $1.48M.
Phillips 66 made up 0.03% of Mission Wealth Management's portfolio in Q2 2026, its #267 holding.
Mission Wealth Management first reported a position in Phillips 66 in Q1 2016 and has held it in 38 quarters since.
2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.