NQWM
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Northwest Quadrant Wealth Management’s Phillips 66 PSX Stock Holding History

Northwest Quadrant Wealth Management’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 		$289K Sell
1,710
-18
-1% -$3.1K 0.05% 58
2026
Q1 		$315K Buy
1,728
+12
+0.7% +$1.88K 0.07% 47
2025
Q4 		$221K Sell
1,716
-98
-5% -$13.2K 0.05% 65
2025
Q3 		$247K Buy
1,814
+14
+0.8% +$1.79K 0.05% 63
2025
Q2 		$215K Sell
1,800
-14
-0.8% -$1.57K 0.05% 66
2025
Q1 		$224K Buy
1,814
+15
+0.8% +$1.85K 0.05% 59
2024
Q4 		$205K Sell
1,799
-12
-0.7% -$1.53K 0.05% 73
2024
Q3 		$238K Buy
1,811
+11
+0.6% +$1.49K 0.05% 58
2024
Q2 		$254K Buy
1,800
+11
+0.6% +$1.63K 0.06% 52
2024
Q1 		$292K Buy
1,789
+10
+0.6% +$1.44K 0.07% 49
2023
Q4 		$237K Buy
1,779
+11
+0.6% +$1.31K 0.06% 57
2023
Q3 		$212K Buy
+1,768
New +$198K 0.06% 57
2020
Q1 		– Sell
-2,796
Closed -$309K – 64
2019
Q4 		$309K Sell
2,796
-13
-0.5% -$1.46K 0.13% 45
2019
Q3 		$304K Buy
2,809
+17
+0.6% +$1.7K 0.13% 45
2019
Q2 		$256K Sell
2,792
-80
-3% -$7.18K 0.12% 52
2019
Q1 		$273K Buy
2,872
+15
+0.5% +$1.43K 0.13% 51
2018
Q4 		$264K Buy
2,857
+19
+0.7% +$1.86K 0.13% 47
2018
Q3 		$280K Buy
2,838
+21
+0.7% +$2.43K 0.17% 42
2018
Q2 		$316K Buy
2,817
+15
+0.5% +$1.69K 0.21% 37
2018
Q1 		$269K Buy
2,802
+17
+0.6% +$1.66K 0.17% 49
2017
Q4 		$265K Sell
2,785
-37
-1% -$3.52K 0.18% 50
2017
Q3 		$263K Sell
2,822
-99
-3% -$8.39K 0.2% 50
2017
Q2 		$248K Buy
2,921
+59
+2% +$4.63K 0.21% 51
2017
Q1 		$228K Buy
2,862
+18
+0.6% +$1.45K 0.22% 56
2016
Q4 		$225K Buy
+2,844
New +$236K 0.24% 55

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

Northwest Quadrant Wealth Management's PSX Position: Q2 2026 in Review

Northwest Quadrant Wealth Management reduced its Phillips 66 (PSX) stake by 1% in Q2 2026, selling an estimated $3.1K and leaving 1,710 shares worth $289K. The position accounts for 0.05% of the portfolio, ranked #58.

Northwest Quadrant Wealth Management first reported a position in PSX in Q4 2016 and has held it in 25 quarters since. The position peaked at $316K in Q2 2018. 2,102 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Northwest Quadrant Wealth Management held 1,710 shares of Phillips 66 worth $289K as of Q2 2026.
  • Northwest Quadrant Wealth Management sold 18 Phillips 66 shares in Q2 2026, an estimated $3.1K.
  • Phillips 66 made up 0.05% of Northwest Quadrant Wealth Management's portfolio in Q2 2026, its #58 holding.
  • Northwest Quadrant Wealth Management first reported a position in Phillips 66 in Q4 2016 and has held it in 25 quarters since.
  • Northwest Quadrant Wealth Management's Phillips 66 position peaked at $316K in Q2 2018.
  • 2,102 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Northwest Quadrant Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.