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Parcion Private Wealth’s Phillips 66 PSX Stock Holding History

Parcion Private 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 		$2.42M Buy
14,333
+1,502
+12% +$259K 0.13% 103
2026
Q1 		$2.34M Sell
12,831
-212
-2% -$33.2K 0.14% 101
2025
Q4 		$1.68M Buy
13,043
+1,685
+15% +$227K 0.1% 108
2025
Q3 		$1.54M Buy
11,358
+1,364
+14% +$175K 0.1% 108
2025
Q2 		$1.19M Buy
9,994
+491
+5% +$55K 0.09% 115
2025
Q1 		$1.17M Buy
9,503
+267
+3% +$32.9K 0.1% 118
2024
Q4 		$1.05M Sell
9,236
-45
-0.5% -$5.72K 0.08% 120
2024
Q3 		$1.22M Buy
9,281
+56
+0.6% +$7.56K 0.1% 110
2024
Q2 		$1.3M Buy
9,225
+7
+0.1% +$1.04K 0.12% 100
2024
Q1 		$1.51M Hold
9,218
– – 0.13% 99
2023
Q4 		$1.23M Hold
9,218
– – 0.11% 101
2023
Q3 		$1.11M Hold
9,218
– – 0.11% 99
2023
Q2 		$879K Sell
9,218
-17
-0.2% -$1.65K 0.09% 107
2023
Q1 		$936K Buy
9,235
+17
+0.2% +$1.73K 0.1% 110
2022
Q4 		$959K Hold
9,218
– – 0.1% 113
2022
Q3 		$744K Hold
9,218
– – 0.08% 127
2022
Q2 		$779K Buy
9,218
+106
+1% +$9.81K 0.08% 139
2022
Q1 		$796K Sell
9,112
-106
-1% -$8.92K 0.07% 116
2021
Q4 		$815K Hold
9,218
– – 0.07% 117
2021
Q3 		$748K Buy
9,218
+109
+1% +$7.89K 0.07% 127
2021
Q2 		$782K Hold
9,109
– – 0.08% 121
2021
Q1 		$743K Hold
9,109
– – 0.08% 122
2020
Q4 		$637K Buy
9,109
+986
+12% +$57.9K 0.08% 120
2020
Q3 		$415K Sell
8,123
-371
-4% -$22.6K 0.06% 137
2020
Q2 		$578K Buy
8,494
+999
+13% +$70.7K 0.1% 117
2020
Q1 		$402K Buy
7,495
+134
+2% +$10.9K 0.11% 115
2019
Q4 		$820K Buy
+7,361
New +$827K 0.18% 84

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

Parcion Private Wealth's PSX Position: Q2 2026 in Review

Parcion Private Wealth increased its Phillips 66 (PSX) stake by 12% in Q2 2026, buying an estimated $259K and bringing the position to 14,333 shares worth $2.42M. The position accounts for 0.13% of the portfolio, ranked #103.

Parcion Private Wealth first reported a position in PSX in Q4 2019 and has held it in 27 quarters since. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Parcion Private Wealth held 14,333 shares of Phillips 66 worth $2.42M as of Q2 2026.
  • Parcion Private Wealth bought 1,502 Phillips 66 shares in Q2 2026, an estimated $259K.
  • Phillips 66 made up 0.13% of Parcion Private Wealth's portfolio in Q2 2026, its #103 holding.
  • Parcion Private Wealth first reported a position in Phillips 66 in Q4 2019 and has held it in 27 quarters since.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Parcion Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.