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Private Wealth Asset Management’s Phillips 66 PSX Stock Holding History

Private Wealth Asset Management’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 		$211K Buy
1,246
+48
+4% +$8.26K 0.02% 257
2026
Q1 		$218K Buy
1,198
+190
+19% +$29.8K 0.02% 254
2025
Q4 		$130K Hold
1,008
– – 0.01% 299
2025
Q3 		$137K Buy
1,008
+96
+11% +$12.3K 0.02% 270
2025
Q2 		$109K Buy
912
+77
+9% +$8.63K 0.01% 302
2025
Q1 		$103K Buy
+835
New +$103K 0.01% 296

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

Private Wealth Asset Management's PSX Position: Q2 2026 in Review

Private Wealth Asset Management increased its Phillips 66 (PSX) stake by 4% in Q2 2026, buying an estimated $8.26K and bringing the position to 1,246 shares worth $211K. The position accounts for 0.02% of the portfolio, ranked #257.

Private Wealth Asset Management first reported a position in PSX in Q1 2025 and has held it in 6 quarters since. The position peaked at $218K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Private Wealth Asset Management held 1,246 shares of Phillips 66 worth $211K as of Q2 2026.
  • Private Wealth Asset Management bought 48 Phillips 66 shares in Q2 2026, an estimated $8.26K.
  • Phillips 66 made up 0.02% of Private Wealth Asset Management's portfolio in Q2 2026, its #257 holding.
  • Private Wealth Asset Management first reported a position in Phillips 66 in Q1 2025 and has held it in 6 quarters since.
  • Private Wealth Asset Management's Phillips 66 position peaked at $218K in Q1 2026.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.