NW
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NewEdge Wealth’s Phillips 66 PSX Stock Holding History

NewEdge 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 		$1.25M Buy
7,376
+717
+11% +$123K 0.01% 598
2026
Q1 		$1.21M Sell
6,659
-4,882
-42% -$765K 0.01% 574
2025
Q4 		$1.49M Buy
11,541
+2,697
+30% +$363K 0.02% 531
2025
Q3 		$1.2M Sell
8,844
-1,458
-14% -$187K 0.02% 517
2025
Q2 		$1.23M Sell
10,302
-4,182
-29% -$469K 0.02% 484
2025
Q1 		$1.79M Sell
14,484
-715
-5% -$88.1K 0.03% 369
2024
Q4 		$1.73M Buy
15,199
+81
+0.5% +$10.3K 0.03% 382
2024
Q3 		$1.99M Buy
15,118
+3
+0% +$405 0.04% 353
2024
Q2 		$2.13M Sell
15,115
-345
-2% -$51.1K 0.05% 316
2024
Q1 		$2.22M Buy
15,460
+1,816
+13% +$262K 0.05% 309
2023
Q4 		$1.82M Sell
13,644
-1,562
-10% -$187K 0.05% 313
2023
Q3 		$1.83M Buy
15,206
+1,785
+13% +$200K 0.06% 274
2023
Q2 		$1.28M Buy
13,421
+6,239
+87% +$607K 0.04% 317
2023
Q1 		$728K Sell
7,182
-2,755
-28% -$280K 0.03% 361
2022
Q4 		$1.03M Buy
9,937
+1,378
+16% +$141K 0.04% 286
2022
Q3 		$691K Sell
8,559
-393
-4% -$33.5K 0.03% 305
2022
Q2 		$734K Buy
8,952
+4,813
+116% +$445K 0.03% 330
2022
Q1 		$358K Buy
4,139
+963
+30% +$81K 0.02% 342
2021
Q4 		$230K Buy
+3,176
New +$240K 0.01% 372
2021
Q3 		– Sell
-2,945
Closed -$253K – 294
2021
Q2 		$253K Buy
+2,945
New +$249K 0.02% 255
2021
Q1 		– Sell
-5,901
Closed -$413K – 294
2020
Q4 		$413K Buy
+5,901
New +$346K 0.13% 117

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

NewEdge Wealth's PSX Position: Q2 2026 in Review

NewEdge Wealth increased its Phillips 66 (PSX) stake by 11% in Q2 2026, buying an estimated $123K and bringing the position to 7,376 shares worth $1.25M. The position accounts for 0.01% of the portfolio, ranked #598.

NewEdge Wealth first reported a position in PSX in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.22M in Q1 2024. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • NewEdge Wealth held 7,376 shares of Phillips 66 worth $1.25M as of Q2 2026.
  • NewEdge Wealth bought 717 Phillips 66 shares in Q2 2026, an estimated $123K.
  • Phillips 66 made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #598 holding.
  • NewEdge Wealth first reported a position in Phillips 66 in Q4 2020 and has held it in 21 quarters since.
  • NewEdge Wealth's Phillips 66 position peaked at $2.22M in Q1 2024.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.