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Mitchell & Pahl Private Wealth’s Phillips 66 PSX Stock Holding History

Mitchell & Pahl Private Wealth’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 		$3.55M Buy
21,010
+323
+2% +$55.6K 1.3% 17
2026
Q1 		$3.77M Buy
20,687
+6
+0% +$940 1.53% 7
2025
Q4 		$2.67M Buy
20,681
+429
+2% +$57.7K 1.11% 26
2025
Q3 		$2.75M Sell
20,252
-125
-0.6% -$16K 1.16% 24
2025
Q2 		$2.43M Buy
20,377
+985
+5% +$110K 1.07% 35
2025
Q1 		$2.39M Sell
19,392
-44
-0.2% -$5.42K 1.12% 33
2024
Q4 		$2.21M Buy
19,436
+1,029
+6% +$131K 1.03% 35
2024
Q3 		$2.42M Buy
18,407
+560
+3% +$75.6K 1.13% 26
2024
Q2 		$2.52M Buy
17,847
+74
+0.4% +$11K 1.33% 15
2024
Q1 		$2.9M Sell
17,773
-243
-1% -$35K 1.52% 13
2023
Q4 		$2.4M Sell
18,016
-564
-3% -$67.4K 1.36% 15
2023
Q3 		$2.23M Buy
18,580
+814
+5% +$91.4K 1.32% 16
2023
Q2 		$1.69M Buy
17,766
+509
+3% +$49.5K 1.02% 29
2023
Q1 		$1.75M Buy
17,257
+237
+1% +$24.1K 1.1% 26
2022
Q4 		$1.77M Buy
17,020
+720
+4% +$73.6K 1.16% 21
2022
Q3 		$1.32M Buy
16,300
+689
+4% +$58.7K 0.97% 28
2022
Q2 		$1.28M Buy
15,611
+599
+4% +$55.4K 0.89% 36
2022
Q1 		$1.3M Buy
15,012
+2,151
+17% +$181K 0.83% 39
2021
Q4 		$932K Buy
12,861
+129
+1% +$9.75K 0.6% 55
2021
Q3 		$892K Buy
12,732
+267
+2% +$19.3K 0.64% 56
2021
Q2 		$1.07M Buy
12,465
+610
+5% +$51.5K 0.76% 47
2021
Q1 		$967K Buy
11,855
+1,461
+14% +$115K 0.75% 48
2020
Q4 		$727K Buy
+10,394
New +$610K 0.61% 54

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

Mitchell & Pahl Private Wealth's PSX Position: Q2 2026 in Review

Mitchell & Pahl Private Wealth increased its Phillips 66 (PSX) stake by 1.6% in Q2 2026, buying an estimated $55.6K and bringing the position to 21,010 shares worth $3.55M. The position accounts for 1.3% of the portfolio, ranked #17.

Mitchell & Pahl Private Wealth first reported a position in PSX in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.77M in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Mitchell & Pahl Private Wealth held 21,010 shares of Phillips 66 worth $3.55M as of Q2 2026.
  • Mitchell & Pahl Private Wealth bought 323 Phillips 66 shares in Q2 2026, an estimated $55.6K.
  • Phillips 66 made up 1.3% of Mitchell & Pahl Private Wealth's portfolio in Q2 2026, its #17 holding.
  • Mitchell & Pahl Private Wealth first reported a position in Phillips 66 in Q4 2020 and has held it in 23 quarters since.
  • Mitchell & Pahl Private Wealth's Phillips 66 position peaked at $3.77M in Q1 2026.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.