Moller Wealth Partners’s Phillips 66 PSX Stock Holding History

Moller Wealth Partners’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	–	Sell	-1,748	Closed	-$226K	–	71
2025 Q4	$226K	Hold	1,748	–	–	0.05%	65
2025 Q3	$238K	Hold	1,748	–	–	0.05%	67
2025 Q2	$209K	Sell	1,748 -348	-17%	-$39K	0.05%	69
2025 Q1	$259K	Sell	2,096 -312	-13%	-$38.5K	0.06%	60
2024 Q4	$274K	Hold	2,408	–	–	0.07%	56
2024 Q3	$317K	Hold	2,408	–	–	0.08%	51
2024 Q2	$340K	Sell	2,408 -160	-6%	-$23.7K	0.09%	50
2024 Q1	$419K	Hold	2,568	–	–	0.11%	38
2023 Q4	$342K	Hold	2,568	–	–	0.1%	41
2023 Q3	$309K	Hold	2,568	–	–	0.1%	40
2023 Q2	$245K	Hold	2,568	–	–	0.07%	46
2023 Q1	$260K	Hold	2,568	–	–	0.08%	42
2022 Q4	$267K	Hold	2,568	–	–	0.09%	43
2022 Q3	$207K	Hold	2,568	–	–	0.07%	46
2022 Q2	$211K	Hold	2,568	–	–	0.07%	47
2022 Q1	$222K	Buy	+2,568	New	+$216K	0.07%	48
2021 Q3	–	Sell	-2,368	Closed	-$203K	–	48
2021 Q2	$203K	Buy	+2,368	New	+$200K	0.07%	48
2020 Q1	–	Sell	-2,368	Closed	-$264K	–	50
2019 Q4	$264K	Hold	2,368	–	–	0.12%	44
2019 Q3	$242K	Hold	2,368	–	–	0.12%	43
2019 Q2	$222K	Sell	2,368 -2,368	-50%	-$212K	0.11%	47
2019 Q1	$445K	Buy	4,736 +2,368	+100%	+$225K	0.2%	39
2018 Q4	$220K	Hold	2,368	–	–	0.14%	57
2018 Q3	$267K	Hold	2,368	–	–	0.12%	39
2018 Q2	$266K	Sell	2,368 -458	-16%	-$51.5K	0.1%	39
2018 Q1	$271K	Hold	2,826	–	–	0.12%	38
2017 Q4	$286K	Sell	2,826 -2,826	-50%	-$269K	0.11%	41
2017 Q3	$493K	Buy	5,652 +2,826	+100%	+$239K	0.19%	34
2017 Q2	$234K	Hold	2,826	–	–	0.1%	43
2017 Q1	$224K	Hold	2,826	–	–	0.1%	44
2016 Q4	$244K	Hold	2,826	–	–	0.12%	39
2016 Q3	$228K	Hold	2,826	–	–	0.1%	43
2016 Q2	$224K	Hold	2,826	–	–	0.11%	40
2016 Q1	$245K	Hold	2,826	–	–	0.14%	35
2015 Q4	$231K	Hold	2,826	–	–	0.13%	39
2015 Q3	$217K	Hold	2,826	–	–	0.2%	34
2015 Q2	$228K	Hold	2,826	–	–	0.1%	39
2015 Q1	$222K	Hold	2,826	–	–	0.1%	40
2014 Q4	$203K	Hold	2,826	–	–	0.1%	43
2014 Q3	$230K	Hold	2,826	–	–	0.11%	48
2014 Q2	$227K	Hold	2,826	–	–	0.1%	48
2014 Q1	$218K	Hold	2,826	–	–	0.11%	48
2013 Q4	$218K	Buy	+2,826	New	+$189K	0.12%	44

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

Moller Wealth Partners's PSX Position: Q1 2026 in Review

Moller Wealth Partners sold out of Phillips 66 (PSX) in Q1 2026, closing a stake of 1,748 shares — an estimated $226K sold.

Moller Wealth Partners first reported a position in PSX in Q4 2013 and held it in 42 quarters. The position peaked at $493K in Q3 2017. 2,119 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

Moller Wealth Partners reported no remaining Phillips 66 position as of Q1 2026 after selling out during the quarter.
Moller Wealth Partners sold 1,748 Phillips 66 shares in Q1 2026, an estimated $226K.
Moller Wealth Partners first reported a position in Phillips 66 in Q4 2013 and held it in 42 quarters.
Moller Wealth Partners's Phillips 66 position peaked at $493K in Q3 2017.
2,119 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Moller Wealth Partners's 13F filing for Q1 2026, filed 14 Apr 2026.