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Parr McKnight Wealth Management Group’s Phillips 66 PSX Stock Holding History

Parr McKnight Wealth Management Group’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 		$5.18M Buy
30,665
+3,439
+13% +$592K 0.61% 47
2026
Q1 		$4.96M Sell
27,226
-8,988
-25% -$1.41M 0.65% 48
2025
Q4 		$4.67M Buy
36,214
+46
+0.1% +$6.19K 0.61% 51
2025
Q3 		$4.92M Sell
36,168
-310
-0.8% -$39.7K 0.65% 45
2025
Q2 		$4.35M Buy
36,478
+2,846
+8% +$319K 0.6% 49
2025
Q1 		$4.15M Buy
33,632
+1,455
+5% +$179K 0.6% 48
2024
Q4 		$3.67M Buy
+32,177
New +$4.09M 0.53% 54

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

Parr McKnight Wealth Management Group's PSX Position: Q2 2026 in Review

Parr McKnight Wealth Management Group increased its Phillips 66 (PSX) stake by 13% in Q2 2026, buying an estimated $592K and bringing the position to 30,665 shares worth $5.18M. The position accounts for 0.61% of the portfolio, ranked #47.

Parr McKnight Wealth Management Group first reported a position in PSX in Q4 2024 and has held it in 7 quarters since. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Parr McKnight Wealth Management Group held 30,665 shares of Phillips 66 worth $5.18M as of Q2 2026.
  • Parr McKnight Wealth Management Group bought 3,439 Phillips 66 shares in Q2 2026, an estimated $592K.
  • Phillips 66 made up 0.61% of Parr McKnight Wealth Management Group's portfolio in Q2 2026, its #47 holding.
  • Parr McKnight Wealth Management Group first reported a position in Phillips 66 in Q4 2024 and has held it in 7 quarters since.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Parr McKnight Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.