PWM
PSX icon

Parkworth Wealth Management’s Phillips 66 PSX Stock Holding History

Parkworth 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
2025
Q2 		$1.43K Buy
12
+5
+71% +$560 ﹤0.01% 329
2025
Q1 		$864 Sell
7
-150
-96% -$18.5K ﹤0.01% 291
2024
Q4 		$17.9K Buy
+157
New +$20K 0.01% 117

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parkworth Wealth Management's PSX Position: Q2 2025 in Review

Parkworth Wealth Management increased its Phillips 66 (PSX) stake by 71% in Q2 2025, buying an estimated $560 and bringing the position to 12 shares worth $1.43K. The position accounts for ﹤0.01% of the portfolio, ranked #329.

Parkworth Wealth Management first reported a position in PSX in Q4 2024 and has held it in 3 quarters since. The position peaked at $17.9K in Q4 2024. 1,763 funds tracked by Wall St. Rank hold PSX as of Q2 2025.

  • Parkworth Wealth Management held 12 shares of Phillips 66 worth $1.43K as of Q2 2025.
  • Parkworth Wealth Management bought 5 Phillips 66 shares in Q2 2025, an estimated $560.
  • Phillips 66 made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #329 holding.
  • Parkworth Wealth Management first reported a position in Phillips 66 in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's Phillips 66 position peaked at $17.9K in Q4 2024.
  • 1,763 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.