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MPWM Advisory Solutions’s Phillips 66 PSX Stock Holding History

MPWM Advisory Solutions’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 		$14.2K Buy
84
+1
+1% +$172 0.01% 320
2026
Q1 		$15.2K Hold
83
– – 0.01% 298
2025
Q4 		$10.7K Buy
83
+1
+1% +$135 0.01% 316
2025
Q3 		$11.1K Buy
82
+1
+1% +$128 0.01% 282
2025
Q2 		$9.68K Sell
81
-6
-7% -$672 0.01% 306
2025
Q1 		$10.8K Hold
87
– – 0.01% 300
2024
Q4 		$9.86K Buy
+87
New +$11.1K 0.01% 315

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

MPWM Advisory Solutions's PSX Position: Q2 2026 in Review

MPWM Advisory Solutions increased its Phillips 66 (PSX) stake by 1.2% in Q2 2026, buying an estimated $172 and bringing the position to 84 shares worth $14.2K. The position accounts for 0.01% of the portfolio, ranked #320.

MPWM Advisory Solutions first reported a position in PSX in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.2K in Q1 2026. 2,095 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • MPWM Advisory Solutions held 84 shares of Phillips 66 worth $14.2K as of Q2 2026.
  • MPWM Advisory Solutions bought 1 Phillips 66 share in Q2 2026, an estimated $172.
  • Phillips 66 made up 0.01% of MPWM Advisory Solutions's portfolio in Q2 2026, its #320 holding.
  • MPWM Advisory Solutions first reported a position in Phillips 66 in Q4 2024 and has held it in 7 quarters since.
  • MPWM Advisory Solutions's Phillips 66 position peaked at $15.2K in Q1 2026.
  • 2,095 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.