Morton Brown Family Wealth’s Phillips 66 PSX Stock Holding History

Morton Brown Family 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	$48.9K	Buy	289 +7	+2%	+$1.21K	0.01%	124
2026 Q1	$51.4K	Hold	282	–	–	0.01%	116
2025 Q4	$36.4K	Buy	282 +75	+36%	+$10.1K	0.01%	128
2025 Q3	$28.2K	Hold	207	–	–	0.01%	128
2025 Q2	$24.7K	Hold	207	–	–	0.01%	134
2025 Q1	$25.6K	Hold	207	–	–	0.01%	134
2024 Q4	$23.6K	Hold	207	–	–	0.01%	131
2024 Q3	$27.2K	Sell	207 -2	-1%	-$270	0.01%	121
2024 Q2	$28.8K	Sell	209 -7	-3%	-$1.04K	0.01%	114
2024 Q1	$35.3K	Sell	216 -2	-0.9%	-$288	0.01%	100
2023 Q4	$29K	Sell	218 -1	-0.5%	-$120	0.01%	130
2023 Q3	$26.3K	Hold	219	–	–	0.01%	102
2023 Q2	$20.9K	Hold	219	–	–	0.01%	101
2023 Q1	$22.2K	Hold	219	–	–	0.01%	101
2022 Q4	$22.8K	Hold	219	–	–	0.02%	95
2022 Q3	$18K	Sell	219 -19	-8%	-$1.62K	0.01%	94
2022 Q2	$20K	Hold	238	–	–	0.02%	94
2022 Q1	$21K	Hold	238	–	–	0.02%	92
2021 Q4	$17K	Buy	+238	New	+$18K	0.01%	109

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

Morton Brown Family Wealth's PSX Position: Q2 2026 in Review

Morton Brown Family Wealth increased its Phillips 66 (PSX) stake by 2.5% in Q2 2026, buying an estimated $1.21K and bringing the position to 289 shares worth $48.9K. The position accounts for 0.01% of the portfolio, ranked #124.

Morton Brown Family Wealth first reported a position in PSX in Q4 2021 and has held it in 19 quarters since. The position peaked at $51.4K in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Morton Brown Family Wealth held 289 shares of Phillips 66 worth $48.9K as of Q2 2026.
Morton Brown Family Wealth bought 7 Phillips 66 shares in Q2 2026, an estimated $1.21K.
Phillips 66 made up 0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #124 holding.
Morton Brown Family Wealth first reported a position in Phillips 66 in Q4 2021 and has held it in 19 quarters since.
Morton Brown Family Wealth's Phillips 66 position peaked at $51.4K in Q1 2026.
2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.