MOR Wealth Management’s Phillips 66 PSX Stock Holding History

MOR 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	–	Sell	-1,268	Closed	-$231K	–	131
2026 Q1	$231K	Sell	1,268 -428	-25%	-$67.1K	0.11%	91
2025 Q4	$219K	Buy	+1,696	New	+$228K	0.1%	98

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

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

MOR Wealth Management sold out of Phillips 66 (PSX) in Q2 2026, closing a stake of 1,268 shares — an estimated $231K sold.

MOR Wealth Management first reported a position in PSX in Q4 2025 and held it in 2 quarters. The position peaked at $231K in Q1 2026. 2,093 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

MOR Wealth Management reported no remaining Phillips 66 position as of Q2 2026 after selling out during the quarter.
MOR Wealth Management sold 1,268 Phillips 66 shares in Q2 2026, an estimated $231K.
MOR Wealth Management first reported a position in Phillips 66 in Q4 2025 and held it in 2 quarters.
MOR Wealth Management's Phillips 66 position peaked at $231K in Q1 2026.
2,093 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on MOR Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.