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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
Q2 		$970K Buy
5,738
+72
+1% +$12.4K 0.02% 607
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 $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

Perigon Wealth Management's PSX Position: Q2 2026 in Review

Perigon Wealth Management increased its Phillips 66 (PSX) stake by 1.3% in Q2 2026, buying an estimated $12.4K and bringing the position to 5,738 shares worth $970K. The position accounts for 0.02% of the portfolio, ranked #607.

Perigon Wealth Management first reported a position in PSX in Q2 2016 and has held it in 26 quarters since. The position peaked at $1.03M in Q1 2026. 2,102 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Perigon Wealth Management held 5,738 shares of Phillips 66 worth $970K as of Q2 2026.
  • Perigon Wealth Management bought 72 Phillips 66 shares in Q2 2026, an estimated $12.4K.
  • Phillips 66 made up 0.02% of Perigon Wealth Management's portfolio in Q2 2026, its #607 holding.
  • Perigon Wealth Management first reported a position in Phillips 66 in Q2 2016 and has held it in 26 quarters since.
  • Perigon Wealth Management's Phillips 66 position peaked at $1.03M in Q1 2026.
  • 2,102 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.