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Perigon Wealth Management’s Phillips 66 PSX Stock Holding History

Perigon 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
2026
Q1 		$1.03M Sell
5,666
-1,661
-23% -$260K 0.02% 526
2025
Q4 		$945K Buy
7,327
+1,333
+22% +$179K 0.02% 576
2025
Q3 		$815K Buy
5,994
+2,271
+61% +$291K 0.02% 578
2025
Q2 		$444K Buy
3,723
+471
+14% +$52.8K 0.01% 703
2025
Q1 		$402K Sell
3,252
-139
-4% -$17.1K 0.01% 701
2024
Q4 		$406K Sell
3,391
-443
-12% -$56.4K 0.01% 705
2024
Q3 		$504K Sell
3,834
-271
-7% -$36.6K 0.01% 619
2024
Q2 		$579K Buy
4,105
+154
+4% +$22.8K 0.02% 501
2024
Q1 		$646K Buy
3,951
+370
+10% +$53.3K 0.02% 475
2023
Q4 		$477K Sell
3,581
-230
-6% -$27.5K 0.02% 513
2023
Q3 		$458K Sell
3,811
-2,238
-37% -$251K 0.02% 464
2023
Q2 		$577K Buy
6,049
+262
+5% +$25.5K 0.02% 424
2023
Q1 		$587K Sell
5,787
-544
-9% -$55.3K 0.03% 367
2022
Q4 		$659K Buy
6,331
+1,832
+41% +$187K 0.04% 342
2022
Q3 		$363K Buy
+4,499
New +$383K 0.03% 386
2022
Q2 		– Sell
-2,455
Closed -$212K – 610
2022
Q1 		$212K Buy
+2,455
New +$207K 0.02% 567
2021
Q1 		– Sell
-1,500
Closed -$105K – 902
2020
Q4 		$105K Buy
+1,500
New +$88.1K 0.01% 530
2018
Q2 		– Sell
-417
Closed -$40K – 512
2018
Q1 		$40K Hold
417
– – 0.01% 340
2017
Q4 		$42K Buy
417
+115
+38% +$10.9K 0.02% 310
2017
Q3 		$28K Hold
302
– – 0.01% 415
2017
Q2 		$25K Hold
302
– – 0.01% 435
2017
Q1 		$24K Sell
302
-226
-43% -$18.2K 0.01% 455
2016
Q4 		$41K Buy
528
+226
+75% +$18.8K 0.01% 384
2016
Q3 		$24K Buy
302
+65
+27% +$5.05K 0.01% 380
2016
Q2 		$19K Buy
+237
New +$19.4K 0.01% 342

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

Perigon Wealth Management's PSX Position: Q1 2026 in Review

Perigon Wealth Management reduced its Phillips 66 (PSX) stake by 23% in Q1 2026, selling an estimated $260K and leaving 5,666 shares worth $1.03M. The position accounts for 0.02% of the portfolio, ranked #526.

Perigon Wealth Management first reported a position in PSX in Q2 2016 and has held it in 25 quarters since. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Perigon Wealth Management held 5,666 shares of Phillips 66 worth $1.03M as of Q1 2026.
  • Perigon Wealth Management sold 1,661 Phillips 66 shares in Q1 2026, an estimated $260K.
  • Phillips 66 made up 0.02% of Perigon Wealth Management's portfolio in Q1 2026, its #526 holding.
  • Perigon Wealth Management first reported a position in Phillips 66 in Q2 2016 and has held it in 25 quarters since.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

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