Quotient Wealth Partners’s Phillips 66 PSX Stock Holding History

Quotient 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	$3.56M	Sell	21,077 -2,468	-10%	-$425K	0.08%	64
2026 Q1	$4.29M	Sell	23,545 -6,832	-22%	-$1.07M	0.11%	57
2025 Q4	$3.92M	Sell	30,377 -6,485	-18%	-$873K	0.1%	55
2025 Q3	$5.01M	Sell	36,862 -2,780	-7%	-$356K	0.14%	45
2025 Q2	$4.73M	Buy	39,642 +232	+0.6%	+$26K	0.14%	43
2025 Q1	$4.87M	Buy	39,410 +3,736	+10%	+$460K	0.16%	41
2024 Q4	$4.06M	Sell	35,674 -1,690	-5%	-$215K	0.13%	46
2024 Q3	$4.91M	Sell	37,364 -2,646	-7%	-$357K	0.16%	40
2024 Q2	$5.65M	Buy	40,010 +4,435	+12%	+$656K	0.2%	37
2024 Q1	$5.81M	Buy	35,575 +169	+0.5%	+$24.4K	0.21%	35
2023 Q4	$4.71M	Buy	+35,406	New	+$4.23M	0.18%	56

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Quotient Wealth Partners's PSX Position: Q2 2026 in Review

Quotient Wealth Partners reduced its Phillips 66 (PSX) stake by 10% in Q2 2026, selling an estimated $425K and leaving 21,077 shares worth $3.56M. The position accounts for 0.08% of the portfolio, ranked #64.

Quotient Wealth Partners first reported a position in PSX in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.81M in Q1 2024. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Quotient Wealth Partners held 21,077 shares of Phillips 66 worth $3.56M as of Q2 2026.
Quotient Wealth Partners sold 2,468 Phillips 66 shares in Q2 2026, an estimated $425K.
Phillips 66 made up 0.08% of Quotient Wealth Partners's portfolio in Q2 2026, its #64 holding.
Quotient Wealth Partners first reported a position in Phillips 66 in Q4 2023 and has held it in 11 quarters since.
Quotient Wealth Partners's Phillips 66 position peaked at $5.81M in Q1 2024.
2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.