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Principia Wealth Advisory’s Phillips 66 PSX Stock Holding History

Principia Wealth Advisory’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 		$14.9K Buy
88
+4
+5% +$689 0.01% 200
2026
Q1 		$15.3K Buy
84
+6
+8% +$940 0.01% 180
2025
Q4 		$10.1K Buy
78
+1
+1% +$135 0.01% 195
2025
Q3 		$10.5K Buy
77
+2
+3% +$256 0.01% 196
2025
Q2 		$8.95K Buy
75
+7
+10% +$784 0.01% 172
2025
Q1 		$7.01K Buy
68
+5
+8% +$616 0.01% 158
2024
Q4 		$7.18K Buy
+63
New +$8.01K 0.01% 134

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

Principia Wealth Advisory's PSX Position: Q2 2026 in Review

Principia Wealth Advisory increased its Phillips 66 (PSX) stake by 4.8% in Q2 2026, buying an estimated $689 and bringing the position to 88 shares worth $14.9K. The position accounts for 0.01% of the portfolio, ranked #200.

Principia Wealth Advisory first reported a position in PSX in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.3K in Q1 2026. 2,100 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Principia Wealth Advisory held 88 shares of Phillips 66 worth $14.9K as of Q2 2026.
  • Principia Wealth Advisory bought 4 Phillips 66 shares in Q2 2026, an estimated $689.
  • Phillips 66 made up 0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #200 holding.
  • Principia Wealth Advisory first reported a position in Phillips 66 in Q4 2024 and has held it in 7 quarters since.
  • Principia Wealth Advisory's Phillips 66 position peaked at $15.3K in Q1 2026.
  • 2,100 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.