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Pinnacle Wealth Management Advisory Group’s Phillips 66 PSX Stock Holding History

Pinnacle Wealth Management Advisory Group’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 		$891K Sell
5,273
-182
-3% -$31.3K 0.05% 192
2026
Q1 		$994K Sell
5,455
-1,156
-17% -$181K 0.07% 176
2025
Q4 		$853K Buy
6,611
+3,147
+91% +$424K 0.06% 187
2025
Q3 		$471K Hold
3,464
– – 0.04% 239
2025
Q2 		$413K Sell
3,464
-329
-9% -$36.9K 0.03% 249
2025
Q1 		$468K Sell
3,793
-23
-0.6% -$2.83K 0.04% 219
2024
Q4 		$435K Sell
3,816
-645
-14% -$82.1K 0.04% 220
2024
Q3 		$586K Buy
4,461
+98
+2% +$13.2K 0.06% 181
2024
Q2 		$616K Buy
4,363
+77
+2% +$11.4K 0.06% 172
2024
Q1 		$700K Buy
4,286
+100
+2% +$14.4K 0.08% 156
2023
Q4 		$557K Buy
4,186
+89
+2% +$10.6K 0.07% 166
2023
Q3 		$492K Buy
4,097
+197
+5% +$22.1K 0.06% 176
2023
Q2 		$372K Buy
3,900
+117
+3% +$11.4K 0.05% 216
2023
Q1 		$384K Sell
3,783
-169
-4% -$17.2K 0.05% 205
2022
Q4 		$411K Buy
3,952
+660
+20% +$67.5K 0.06% 187
2022
Q3 		$266K Buy
3,292
+61
+2% +$5.2K 0.04% 223
2022
Q2 		$265K Buy
3,231
+738
+30% +$68.3K 0.04% 240
2022
Q1 		$215K Buy
+2,493
New +$210K 0.03% 262

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

Pinnacle Wealth Management Advisory Group's PSX Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its Phillips 66 (PSX) stake by 3.3% in Q2 2026, selling an estimated $31.3K and leaving 5,273 shares worth $891K. The position accounts for 0.05% of the portfolio, ranked #192.

Pinnacle Wealth Management Advisory Group first reported a position in PSX in Q1 2022 and has held it in 18 quarters since. The position peaked at $994K in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Pinnacle Wealth Management Advisory Group held 5,273 shares of Phillips 66 worth $891K as of Q2 2026.
  • Pinnacle Wealth Management Advisory Group sold 182 Phillips 66 shares in Q2 2026, an estimated $31.3K.
  • Phillips 66 made up 0.05% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #192 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in Phillips 66 in Q1 2022 and has held it in 18 quarters since.
  • Pinnacle Wealth Management Advisory Group's Phillips 66 position peaked at $994K in Q1 2026.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.