Pettyjohn Wood & White’s Phillips 66 PSX Stock Holding History

Pettyjohn Wood & White’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	$329K	Sell	1,945 -35	-2%	-$6.03K	0.05%	179
2026 Q1	$361K	Sell	1,980 -5	-0.3%	-$784	0.06%	163
2025 Q4	$256K	Buy	1,985 +125	+7%	+$16.8K	0.04%	187
2025 Q3	$253K	Sell	1,860 -3	-0.2%	-$384	0.04%	178
2025 Q2	$222K	Hold	1,863	–	–	0.04%	186
2025 Q1	$230K	Sell	1,863 -226	-11%	-$27.9K	0.04%	173
2024 Q4	$238K	Hold	2,089	–	–	0.04%	184
2024 Q3	$275K	Hold	2,089	–	–	0.05%	172
2024 Q2	$295K	Sell	2,089 -24	-1%	-$3.55K	0.06%	165
2024 Q1	$345K	Sell	2,113 -25	-1%	-$3.6K	0.07%	149
2023 Q4	$285K	Sell	2,138 -597	-22%	-$71.4K	0.06%	160
2023 Q3	$329K	Buy	+2,735	New	+$307K	0.08%	145
2020 Q1	–	Sell	-2,092	Closed	-$233K	–	143
2019 Q4	$233K	Sell	2,092 -107	-5%	-$12K	0.07%	142
2019 Q3	$225K	Hold	2,199	–	–	0.07%	144
2019 Q2	$206K	Buy	+2,199	New	+$197K	0.06%	143

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Pettyjohn Wood & White's PSX Position: Q2 2026 in Review

Pettyjohn Wood & White reduced its Phillips 66 (PSX) stake by 1.8% in Q2 2026, selling an estimated $6.03K and leaving 1,945 shares worth $329K. The position accounts for 0.05% of the portfolio, ranked #179.

Pettyjohn Wood & White first reported a position in PSX in Q2 2019 and has held it in 15 quarters since. The position peaked at $361K in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Pettyjohn Wood & White held 1,945 shares of Phillips 66 worth $329K as of Q2 2026.
Pettyjohn Wood & White sold 35 Phillips 66 shares in Q2 2026, an estimated $6.03K.
Phillips 66 made up 0.05% of Pettyjohn Wood & White's portfolio in Q2 2026, its #179 holding.
Pettyjohn Wood & White first reported a position in Phillips 66 in Q2 2019 and has held it in 15 quarters since.
Pettyjohn Wood & White's Phillips 66 position peaked at $361K in Q1 2026.
2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Pettyjohn Wood & White's 13F filing for Q2 2026, filed 12 Aug 2026.