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Plan A Wealth’s Phillips 66 PSX Stock Holding History

Plan A Wealth’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 		$308K Sell
1,823
-842
-32% -$145K 0.13% 123
2026
Q1 		$486K Hold
2,665
– – 0.23% 72
2025
Q4 		$344K Hold
2,665
– – 0.17% 108
2025
Q3 		$362K Hold
2,665
– – 0.18% 103
2025
Q2 		$318K Hold
2,665
– – 0.18% 106
2025
Q1 		$329K Hold
2,665
– – 0.26% 66
2024
Q4 		$304K Buy
+2,665
New +$339K 0.28% 60

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

Plan A Wealth's PSX Position: Q2 2026 in Review

Plan A Wealth reduced its Phillips 66 (PSX) stake by 32% in Q2 2026, selling an estimated $145K and leaving 1,823 shares worth $308K. The position accounts for 0.13% of the portfolio, ranked #123.

Plan A Wealth first reported a position in PSX in Q4 2024 and has held it in 7 quarters since. The position peaked at $486K in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Plan A Wealth held 1,823 shares of Phillips 66 worth $308K as of Q2 2026.
  • Plan A Wealth sold 842 Phillips 66 shares in Q2 2026, an estimated $145K.
  • Phillips 66 made up 0.13% of Plan A Wealth's portfolio in Q2 2026, its #123 holding.
  • Plan A Wealth first reported a position in Phillips 66 in Q4 2024 and has held it in 7 quarters since.
  • Plan A Wealth's Phillips 66 position peaked at $486K in Q1 2026.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.