Naviter Wealth’s Phillips 66 PSX Stock Holding History

Naviter 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	$1.4M	Buy	8,311 +112	+1%	+$19.3K	0.13%	149
2026 Q1	$1.49M	Buy	8,199 +283	+4%	+$44.3K	0.19%	121
2025 Q4	$1.02M	Sell	7,916 -354	-4%	-$47.6K	0.13%	153
2025 Q3	$1.12M	Buy	8,270 +15	+0.2%	+$1.92K	0.13%	159
2025 Q2	$985K	Sell	8,255 -902	-10%	-$101K	0.12%	167
2025 Q1	$1.11M	Sell	9,157 -96	-1%	-$11.8K	0.14%	166
2024 Q4	$1.05M	Buy	9,253 +5,022	+119%	+$639K	0.13%	168
2024 Q3	$556K	Hold	4,231	–	–	0.08%	184
2024 Q2	$597K	Hold	4,231	–	–	0.09%	183
2024 Q1	$691K	Sell	4,231 -70	-2%	-$10.1K	0.11%	180
2023 Q4	$573K	Hold	4,301	–	–	0.12%	170
2023 Q3	$517K	Buy	4,301 +5	+0.1%	+$561	0.12%	171
2023 Q2	$410K	Hold	4,296	–	–	0.1%	185
2023 Q1	$436K	Hold	4,296	–	–	0.15%	161
2022 Q4	$460K	Hold	4,296	–	–	0.13%	157
2022 Q3	$347K	Hold	4,296	–	–	0.14%	153
2022 Q2	$352K	Buy	+4,296	New	+$397K	0.14%	150

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

Naviter Wealth's PSX Position: Q2 2026 in Review

Naviter Wealth increased its Phillips 66 (PSX) stake by 1.4% in Q2 2026, buying an estimated $19.3K and bringing the position to 8,311 shares worth $1.4M. The position accounts for 0.13% of the portfolio, ranked #149.

Naviter Wealth first reported a position in PSX in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.49M in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Naviter Wealth held 8,311 shares of Phillips 66 worth $1.4M as of Q2 2026.
Naviter Wealth bought 112 Phillips 66 shares in Q2 2026, an estimated $19.3K.
Phillips 66 made up 0.13% of Naviter Wealth's portfolio in Q2 2026, its #149 holding.
Naviter Wealth first reported a position in Phillips 66 in Q2 2022 and has held it in 17 quarters since.
Naviter Wealth's Phillips 66 position peaked at $1.49M in Q1 2026.
2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.