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

Private 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 		$30.9K Sell
183
-130
-42% -$22.4K 0.01% 295
2026
Q1 		$57K Buy
313
+150
+92% +$23.5K 0.02% 176
2025
Q4 		$21K Hold
163
– – 0.01% 314
2025
Q3 		$22.2K Hold
163
– – 0.01% 305
2025
Q2 		$19.4K Sell
163
-158
-49% -$17.7K 0.01% 310
2025
Q1 		$39.6K Hold
321
– – 0.01% 194
2024
Q4 		$36.6K Sell
321
-40
-11% -$5.09K 0.01% 202
2024
Q3 		$47.5K Hold
361
– – 0.02% 168
2024
Q2 		$51K Buy
361
+56
+18% +$8.29K 0.02% 155
2024
Q1 		$49.8K Hold
305
– – 0.02% 154
2023
Q4 		$40.6K Buy
+305
New +$36.5K 0.02% 179

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 Management Group's PSX Position: Q2 2026 in Review

Private Wealth Management Group reduced its Phillips 66 (PSX) stake by 42% in Q2 2026, selling an estimated $22.4K and leaving 183 shares worth $30.9K. The position accounts for 0.01% of the portfolio, ranked #295.

Private Wealth Management Group first reported a position in PSX in Q4 2023 and has held it in 11 quarters since. The position peaked at $57K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Private Wealth Management Group held 183 shares of Phillips 66 worth $30.9K as of Q2 2026.
  • Private Wealth Management Group sold 130 Phillips 66 shares in Q2 2026, an estimated $22.4K.
  • Phillips 66 made up 0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #295 holding.
  • Private Wealth Management Group first reported a position in Phillips 66 in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Phillips 66 position peaked at $57K in Q1 2026.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.