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Prestige Wealth Management Group’s Phillips 66 PSX Stock Holding History

Prestige Wealth Management 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 		$281K Buy
1,665
+1,032
+163% +$178K 0.05% 141
2026
Q1 		$115K Buy
633
+275
+77% +$43.1K 0.02% 196
2025
Q4 		$46.2K Hold
358
– – 0.01% 263
2025
Q3 		$48.7K Hold
358
– – 0.01% 265
2025
Q2 		$42.7K Hold
358
– – 0.01% 275
2025
Q1 		$44.2K Hold
358
– – 0.01% 267
2024
Q4 		$40.8K Sell
358
-200
-36% -$25.4K 0.01% 281
2024
Q3 		$73.3K Sell
558
-3
-0.5% -$405 0.02% 220
2024
Q2 		$79.2K Sell
561
-15
-3% -$2.22K 0.02% 190
2024
Q1 		$94.1K Sell
576
-38
-6% -$5.48K 0.02% 209
2023
Q4 		$81.7K Sell
614
-29
-5% -$3.47K 0.02% 205
2023
Q3 		$77.3K Hold
643
– – 0.02% 206
2023
Q2 		$61.3K Buy
643
+87
+16% +$8.46K 0.01% 251
2023
Q1 		$56.4K Sell
556
-8
-1% -$813 0.01% 236
2022
Q4 		$58.7K Buy
564
+293
+108% +$30K 0.02% 244
2022
Q3 		$22K Buy
271
+21
+8% +$1.79K 0.01% 305
2022
Q2 		$20K Hold
250
– – 0.01% 334
2022
Q1 		$21K Sell
250
-3,341
-93% -$281K 0.01% 340
2021
Q4 		$261K Sell
3,591
-622
-15% -$47K 0.06% 119
2021
Q3 		$295K Buy
4,213
+807
+24% +$58.4K 0.08% 105
2021
Q2 		$292K Buy
3,406
+66
+2% +$5.57K 0.08% 100
2021
Q1 		$272K Buy
3,340
+2,866
+605% +$225K 0.07% 100
2020
Q4 		$33K Sell
474
-85
-15% -$4.99K 0.01% 290
2020
Q3 		$29K Hold
559
– – 0.01% 310
2020
Q2 		$40K Hold
559
– – 0.01% 247
2020
Q1 		$30K Buy
559
+359
+180% +$29.2K 0.01% 229
2019
Q4 		$22K Hold
200
– – 0.01% 284
2019
Q3 		$20K Hold
200
– – 0.01% 282
2019
Q2 		$19K Hold
200
– – 0.01% 281
2019
Q1 		$19K Sell
200
-193
-49% -$18.3K 0.01% 287
2018
Q4 		$34K Buy
+393
New +$38.4K 0.03% 228

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

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

Prestige Wealth Management Group increased its Phillips 66 (PSX) stake by 163% in Q2 2026, buying an estimated $178K and bringing the position to 1,665 shares worth $281K. The position accounts for 0.05% of the portfolio, ranked #141.

Prestige Wealth Management Group first reported a position in PSX in Q4 2018 and has held it in 31 quarters since. The position peaked at $295K in Q3 2021. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Prestige Wealth Management Group held 1,665 shares of Phillips 66 worth $281K as of Q2 2026.
  • Prestige Wealth Management Group bought 1,032 Phillips 66 shares in Q2 2026, an estimated $178K.
  • Phillips 66 made up 0.05% of Prestige Wealth Management Group's portfolio in Q2 2026, its #141 holding.
  • Prestige Wealth Management Group first reported a position in Phillips 66 in Q4 2018 and has held it in 31 quarters since.
  • Prestige Wealth Management Group's Phillips 66 position peaked at $295K in Q3 2021.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.