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Perfromance Wealth Partners’s Phillips 66 PSX Stock Holding History

Perfromance 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
Q1 		$222K Buy
+1,221
New +$191K 0.01% 193

Other funds holding PSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Perfromance Wealth Partners's PSX Position: Q1 2026 in Review

Perfromance Wealth Partners opened a new position in Phillips 66 (PSX) in Q1 2026: 1,221 shares worth $222K. The stake represents 0.01% of the portfolio and ranks #193 among its holdings.

2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Perfromance Wealth Partners held 1,221 shares of Phillips 66 worth $222K as of Q1 2026.
  • Phillips 66 was a new Perfromance Wealth Partners position in Q1 2026.
  • Phillips 66 made up 0.01% of Perfromance Wealth Partners's portfolio in Q1 2026, its #193 holding.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.