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Nicholson Wealth Management Group’s Phillips 66 PSX Stock Holding History

Nicholson Wealth Management Group’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 		– Sell
-12,905
Closed -$2.35M – 118
2026
Q1 		$2.35M Sell
12,905
-362
-3% -$56.7K 1.37% 11
2025
Q4 		$1.71M Sell
13,267
-189
-1% -$25.4K 1% 68
2025
Q3 		$1.83M Buy
13,456
+369
+3% +$47.3K 1.07% 33
2025
Q2 		$1.56M Buy
13,087
+1,174
+10% +$132K 0.96% 51
2025
Q1 		$1.47M Buy
11,913
+1
+0% +$123 0.97% 60
2024
Q4 		$1.36M Buy
11,912
+6,802
+133% +$865K 0.91% 70
2024
Q3 		$672K Buy
+5,110
New +$690K 0.55% 71

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

Nicholson Wealth Management Group's PSX Position: Q2 2026 in Review

Nicholson Wealth Management Group sold out of Phillips 66 (PSX) in Q2 2026, closing a stake of 12,905 shares — an estimated $2.35M sold.

Nicholson Wealth Management Group first reported a position in PSX in Q3 2024 and held it in 7 quarters. The position peaked at $2.35M in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Nicholson Wealth Management Group reported no remaining Phillips 66 position as of Q2 2026 after selling out during the quarter.
  • Nicholson Wealth Management Group sold 12,905 Phillips 66 shares in Q2 2026, an estimated $2.35M.
  • Nicholson Wealth Management Group first reported a position in Phillips 66 in Q3 2024 and held it in 7 quarters.
  • Nicholson Wealth Management Group's Phillips 66 position peaked at $2.35M in Q1 2026.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.