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Olistico Wealth’s Phillips 66 PSX Stock Holding History

Olistico 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 		$20.1K Hold
119
– – 0.01% 215
2026
Q1 		$21.7K Hold
119
– – 0.01% 208
2025
Q4 		$15.4K Buy
+119
New +$16K 0.01% 229
2025
Q3 		– Sell
-729
Closed -$87K – 277
2025
Q2 		$87K Buy
729
+480
+193% +$53.8K 0.05% 132
2025
Q1 		$30.8K Sell
249
-25
-9% -$3.08K 0.02% 186
2024
Q4 		$31.3K Hold
274
– – 0.02% 184
2024
Q3 		$36.1K Hold
274
– – 0.02% 180
2024
Q2 		$38.7K Buy
+274
New +$40.6K 0.02% 176

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

Olistico Wealth's PSX Position: Q2 2026 in Review

Olistico Wealth held its Phillips 66 (PSX) position steady in Q2 2026 at 119 shares worth $20.1K. The position accounts for 0.01% of the portfolio, ranked #215.

Olistico Wealth first reported a position in PSX in Q2 2024 and has held it in 8 quarters since. The position peaked at $87K in Q2 2025. 2,095 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Olistico Wealth held 119 shares of Phillips 66 worth $20.1K as of Q2 2026.
  • Olistico Wealth left its Phillips 66 share count unchanged in Q2 2026.
  • Phillips 66 made up 0.01% of Olistico Wealth's portfolio in Q2 2026, its #215 holding.
  • Olistico Wealth first reported a position in Phillips 66 in Q2 2024 and has held it in 8 quarters since.
  • Olistico Wealth's Phillips 66 position peaked at $87K in Q2 2025.
  • 2,095 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

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