OWP
PSX icon

Obermeyer Wealth Partners’s Phillips 66 PSX Stock Holding History

Obermeyer Wealth Partners’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 		$547K Sell
3,235
-32
-1% -$5.51K 0.02% 167
2026
Q1 		$595K Buy
3,267
+122
+4% +$19.1K 0.03% 158
2025
Q4 		$406K Buy
3,145
+10
+0.3% +$1.35K 0.02% 197
2025
Q3 		$426K Buy
3,135
+248
+9% +$31.8K 0.02% 189
2025
Q2 		$344K Buy
2,887
+11
+0.4% +$1.23K 0.02% 202
2025
Q1 		$355K Buy
2,876
+20
+0.7% +$2.46K 0.02% 182
2024
Q4 		$325K Buy
2,856
+5
+0.2% +$636 0.02% 194
2024
Q3 		$375K Sell
2,851
-59
-2% -$7.97K 0.02% 182
2024
Q2 		$411K Hold
2,910
– – 0.02% 164
2024
Q1 		$475K Buy
2,910
+310
+12% +$44.7K 0.03% 147
2023
Q4 		$346K Buy
2,600
+68
+3% +$8.13K 0.02% 154
2023
Q3 		$304K Hold
2,532
– – 0.02% 158
2023
Q2 		$242K Hold
2,532
– – 0.02% 187
2023
Q1 		$257K Hold
2,532
– – 0.02% 178
2022
Q4 		$264K Hold
2,532
– – 0.02% 180
2022
Q3 		$204K Hold
2,532
– – 0.02% 197
2022
Q2 		$208K Buy
2,532
+67
+3% +$6.2K 0.02% 190
2022
Q1 		$213K Buy
+2,465
New +$207K 0.01% 217
2021
Q3 		– Sell
-2,760
Closed -$237K – 224
2021
Q2 		$237K Sell
2,760
-1
-0% -$84 0.01% 188
2021
Q1 		$225K Buy
+2,761
New +$217K 0.01% 183
2020
Q1 		– Sell
-2,045
Closed -$228K – 137
2019
Q4 		$228K Sell
2,045
-530
-21% -$59.5K 0.02% 118
2019
Q3 		$264K Sell
2,575
-567
-18% -$56.8K 0.02% 107
2019
Q2 		$294K Hold
3,142
– – 0.03% 99
2019
Q1 		$299K Sell
3,142
-3,226
-51% -$307K 0.03% 95
2018
Q4 		$549K Hold
6,368
– – 0.06% 70
2018
Q3 		$718K Buy
6,368
+600
+10% +$69.4K 0.06% 64
2018
Q2 		$648K Sell
5,768
-398
-6% -$44.7K 0.06% 66
2018
Q1 		$591K Hold
6,166
– – 0.05% 70
2017
Q4 		$624K Buy
6,166
+68
+1% +$6.46K 0.05% 74
2017
Q3 		$559K Sell
6,098
-718
-11% -$60.8K 0.05% 76
2017
Q2 		$564K Sell
6,816
-690
-9% -$54.2K 0.05% 73
2017
Q1 		$595K Sell
7,506
-1,048
-12% -$84.4K 0.05% 73
2016
Q4 		$739K Buy
8,554
+388
+5% +$32.3K 0.07% 65
2016
Q3 		$658K Sell
8,166
-9
-0.1% -$700 0.06% 65
2016
Q2 		$649K Hold
8,175
– – 0.06% 64
2016
Q1 		$708K Hold
8,175
– – 0.07% 58
2015
Q4 		$669K Hold
8,175
– – 0.06% 60
2015
Q3 		$628K Sell
8,175
-70,133
-90% -$5.57M 0.07% 62
2015
Q2 		$6.31M Sell
78,308
-177,724
-69% -$14.1M 0.54% 41
2015
Q1 		$20.1M Sell
256,032
-63,267
-20% -$4.64M 1.65% 23
2014
Q4 		$22.9M Buy
+319,299
New +$23.6M 2.07% 13
2013
Q3 		– Sell
-1,978
Closed -$117K – 222
2013
Q2 		$117K Buy
+1,978
New +$124K 0.03% 74

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

Obermeyer Wealth Partners's PSX Position: Q2 2026 in Review

Obermeyer Wealth Partners reduced its Phillips 66 (PSX) stake by 0.98% in Q2 2026, selling an estimated $5.51K and leaving 3,235 shares worth $547K. The position accounts for 0.02% of the portfolio, ranked #167.

Obermeyer Wealth Partners first reported a position in PSX in Q2 2013 and has held it in 42 quarters since. The position peaked at $22.9M in Q4 2014. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Obermeyer Wealth Partners held 3,235 shares of Phillips 66 worth $547K as of Q2 2026.
  • Obermeyer Wealth Partners sold 32 Phillips 66 shares in Q2 2026, an estimated $5.51K.
  • Phillips 66 made up 0.02% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #167 holding.
  • Obermeyer Wealth Partners first reported a position in Phillips 66 in Q2 2013 and has held it in 42 quarters since.
  • Obermeyer Wealth Partners's Phillips 66 position peaked at $22.9M in Q4 2014.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.