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Mosaic Family Wealth Partners’s Phillips 66 PSX Stock Holding History

Mosaic Family 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
Q2 		$438K Buy
2,588
+425
+20% +$73.2K 0.03% 306
2026
Q1 		$394K Buy
2,163
+5
+0.2% +$784 0.04% 201
2025
Q4 		$278K Sell
2,158
-427
-17% -$57.5K 0.03% 201
2025
Q3 		$356K Sell
2,585
-28
-1% -$3.59K 0.04% 170
2025
Q2 		$312K Buy
2,613
+17
+0.7% +$1.9K 0.04% 174
2025
Q1 		$321K Sell
2,596
-9
-0.3% -$1.11K 0.05% 161
2024
Q4 		$297K Sell
2,605
-702
-21% -$89.3K 0.04% 172
2024
Q3 		$435K Sell
3,307
-29
-0.9% -$3.92K 0.06% 130
2024
Q2 		$471K Sell
3,336
-540
-14% -$79.9K 0.08% 121
2024
Q1 		$633K Buy
3,876
+1
+0% +$144 0.1% 105
2023
Q4 		$516K Sell
3,875
-99
-2% -$11.8K 0.09% 112
2023
Q3 		$477K Buy
3,974
+1
+0% +$112 0.1% 109
2023
Q2 		$379K Buy
3,973
+2
+0.1% +$194 0.07% 122
2023
Q1 		$403K Buy
3,971
+2
+0.1% +$203 0.08% 116
2022
Q4 		$413K Buy
+3,969
New +$406K 0.12% 112

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

Mosaic Family Wealth Partners's PSX Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its Phillips 66 (PSX) stake by 20% in Q2 2026, buying an estimated $73.2K and bringing the position to 2,588 shares worth $438K. The position accounts for 0.03% of the portfolio, ranked #306.

Mosaic Family Wealth Partners first reported a position in PSX in Q4 2022 and has held it in 15 quarters since. The position peaked at $633K in Q1 2024. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Mosaic Family Wealth Partners held 2,588 shares of Phillips 66 worth $438K as of Q2 2026.
  • Mosaic Family Wealth Partners bought 425 Phillips 66 shares in Q2 2026, an estimated $73.2K.
  • Phillips 66 made up 0.03% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #306 holding.
  • Mosaic Family Wealth Partners first reported a position in Phillips 66 in Q4 2022 and has held it in 15 quarters since.
  • Mosaic Family Wealth Partners's Phillips 66 position peaked at $633K in Q1 2024.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.