Modern Wealth Management’s Phillips 66 PSX Stock Holding History

Modern 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	$705K	Buy	4,172 +116	+3%	+$20K	0.01%	618
2026 Q1	$712K	Sell	4,056 -935	-19%	-$147K	0.01%	494
2025 Q4	$644K	Buy	4,991 +554	+12%	+$74.6K	0.01%	488
2025 Q3	$603K	Sell	4,437 -31	-0.7%	-$3.97K	0.01%	471
2025 Q2	$533K	Buy	4,468 +416	+10%	+$46.6K	0.01%	465
2025 Q1	$500K	Buy	4,052 +1,071	+36%	+$132K	0.02%	422
2024 Q4	$340K	Buy	2,981 +1,456	+95%	+$185K	0.01%	428
2024 Q3	$200K	Sell	1,525 -101	-6%	-$13.6K	0.01%	416
2024 Q2	$230K	Buy	+1,626	New	+$241K	0.02%	364

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

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

Modern Wealth Management increased its Phillips 66 (PSX) stake by 2.9% in Q2 2026, buying an estimated $20K and bringing the position to 4,172 shares worth $705K. The position accounts for 0.01% of the portfolio, ranked #618.

Modern Wealth Management first reported a position in PSX in Q2 2024 and has held it in 9 quarters since. The position peaked at $712K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Modern Wealth Management held 4,172 shares of Phillips 66 worth $705K as of Q2 2026.
Modern Wealth Management bought 116 Phillips 66 shares in Q2 2026, an estimated $20K.
Phillips 66 made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #618 holding.
Modern Wealth Management first reported a position in Phillips 66 in Q2 2024 and has held it in 9 quarters since.
Modern Wealth Management's Phillips 66 position peaked at $712K in Q1 2026.
2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

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