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Premier Path Wealth Partners’s Phillips 66 PSX Stock Holding History

Premier Path Wealth Partners’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 		$846K Buy
5,006
+91
+2% +$15.7K 0.1% 189
2026
Q1 		$895K Buy
4,915
+305
+7% +$47.8K 0.12% 169
2025
Q4 		$595K Sell
4,610
-1,048
-19% -$141K 0.08% 233
2025
Q3 		$770K Buy
5,658
+637
+13% +$81.6K 0.1% 206
2025
Q2 		$599K Sell
5,021
-193
-4% -$21.6K 0.08% 226
2025
Q1 		$644K Buy
5,214
+111
+2% +$13.7K 0.1% 202
2024
Q4 		$581K Sell
5,103
-554
-10% -$70.5K 0.09% 215
2024
Q3 		$744K Buy
5,657
+146
+3% +$19.7K 0.12% 181
2024
Q2 		$778K Buy
5,511
+1,047
+23% +$155K 0.13% 171
2024
Q1 		$729K Buy
4,464
+71
+2% +$10.2K 0.14% 162
2023
Q4 		$585K Buy
+4,393
New +$525K 0.13% 169

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

Premier Path Wealth Partners's PSX Position: Q2 2026 in Review

Premier Path Wealth Partners increased its Phillips 66 (PSX) stake by 1.9% in Q2 2026, buying an estimated $15.7K and bringing the position to 5,006 shares worth $846K. The position accounts for 0.1% of the portfolio, ranked #189.

Premier Path Wealth Partners first reported a position in PSX in Q4 2023 and has held it in 11 quarters since. The position peaked at $895K in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Premier Path Wealth Partners held 5,006 shares of Phillips 66 worth $846K as of Q2 2026.
  • Premier Path Wealth Partners bought 91 Phillips 66 shares in Q2 2026, an estimated $15.7K.
  • Phillips 66 made up 0.1% of Premier Path Wealth Partners's portfolio in Q2 2026, its #189 holding.
  • Premier Path Wealth Partners first reported a position in Phillips 66 in Q4 2023 and has held it in 11 quarters since.
  • Premier Path Wealth Partners's Phillips 66 position peaked at $895K in Q1 2026.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.