Northwest Wealth Management’s Phillips 66 PSX Stock Holding History

Northwest 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	$486K	Buy	2,874 +46	+2%	+$7.92K	0.06%	136
2026 Q1	$515K	Sell	2,828 -149	-5%	-$23.3K	0.08%	118
2025 Q4	$384K	Buy	2,977 +1,162	+64%	+$156K	0.06%	148
2025 Q3	$247K	Buy	+1,815	New	+$233K	0.04%	182
2019 Q2	–	Sell	-258	Closed	-$25K	–	380
2019 Q1	$25K	Hold	258	–	–	0.02%	280
2018 Q4	$22K	Hold	258	–	–	0.02%	273
2018 Q3	$29K	Hold	258	–	–	0.02%	265
2018 Q2	$29K	Hold	258	–	–	0.02%	269
2018 Q1	$24K	Buy	+258	New	+$25.1K	0.02%	290

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

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

Northwest Wealth Management increased its Phillips 66 (PSX) stake by 1.6% in Q2 2026, buying an estimated $7.92K and bringing the position to 2,874 shares worth $486K. The position accounts for 0.06% of the portfolio, ranked #136.

Northwest Wealth Management first reported a position in PSX in Q1 2018 and has held it in 9 quarters since. The position peaked at $515K in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Northwest Wealth Management held 2,874 shares of Phillips 66 worth $486K as of Q2 2026.
Northwest Wealth Management bought 46 Phillips 66 shares in Q2 2026, an estimated $7.92K.
Phillips 66 made up 0.06% of Northwest Wealth Management's portfolio in Q2 2026, its #136 holding.
Northwest Wealth Management first reported a position in Phillips 66 in Q1 2018 and has held it in 9 quarters since.
Northwest Wealth Management's Phillips 66 position peaked at $515K in Q1 2026.
2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

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