Philip James Wealth Mangement’s Phillips 66 PSX Stock Holding History

Philip James Wealth Mangement’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	$786K	Sell	4,652 -1,169	-20%	-$201K	0.09%	90
2026 Q1	$1.06M	Sell	5,821 -50	-0.9%	-$7.83K	0.12%	78
2025 Q4	$758K	Sell	5,871 -55	-0.9%	-$7.4K	0.09%	100
2025 Q3	$806K	Sell	5,926 -398	-6%	-$51K	0.09%	96
2025 Q2	$754K	Buy	6,324 +1	+0%	+$112	0.1%	93
2025 Q1	$781K	Buy	6,323 +1	+0%	+$123	0.1%	88
2024 Q4	$720K	Sell	6,322 -573	-8%	-$72.9K	0.09%	91
2024 Q3	$906K	Buy	+6,895	New	+$931K	0.11%	78

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

Philip James Wealth Mangement's PSX Position: Q2 2026 in Review

Philip James Wealth Mangement reduced its Phillips 66 (PSX) stake by 20% in Q2 2026, selling an estimated $201K and leaving 4,652 shares worth $786K. The position accounts for 0.09% of the portfolio, ranked #90.

Philip James Wealth Mangement first reported a position in PSX in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.06M in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Philip James Wealth Mangement held 4,652 shares of Phillips 66 worth $786K as of Q2 2026.
Philip James Wealth Mangement sold 1,169 Phillips 66 shares in Q2 2026, an estimated $201K.
Phillips 66 made up 0.09% of Philip James Wealth Mangement's portfolio in Q2 2026, its #90 holding.
Philip James Wealth Mangement first reported a position in Phillips 66 in Q3 2024 and has held it in 8 quarters since.
Philip James Wealth Mangement's Phillips 66 position peaked at $1.06M in Q1 2026.
2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Philip James Wealth Mangement's 13F filing for Q2 2026, filed 27 Jul 2026.