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

Redwood 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 		– Sell
-1,184
Closed -$216K – 94
2026
Q1 		$216K Buy
+1,184
New +$186K 0.09% 162
2024
Q4 		– Sell
-1,678
Closed -$221K – 166
2024
Q3 		$221K Sell
1,678
-169
-9% -$22.8K 0.11% 151
2024
Q2 		$261K Sell
1,847
-18
-1% -$2.66K 0.2% 99
2024
Q1 		$305K Buy
1,865
+51
+3% +$7.35K 0.32% 88
2023
Q4 		$241K Sell
1,814
-49
-3% -$5.86K 0.27% 102
2023
Q3 		$224K Buy
+1,863
New +$209K 0.26% 107

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

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

Redwood Wealth Management Group sold out of Phillips 66 (PSX) in Q2 2026, closing a stake of 1,184 shares — an estimated $216K sold.

Redwood Wealth Management Group first reported a position in PSX in Q3 2023 and held it in 6 quarters. The position peaked at $305K in Q1 2024. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Redwood Wealth Management Group reported no remaining Phillips 66 position as of Q2 2026 after selling out during the quarter.
  • Redwood Wealth Management Group sold 1,184 Phillips 66 shares in Q2 2026, an estimated $216K.
  • Redwood Wealth Management Group first reported a position in Phillips 66 in Q3 2023 and held it in 6 quarters.
  • Redwood Wealth Management Group's Phillips 66 position peaked at $305K in Q1 2024.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Redwood Wealth Management Group's 13F filing for Q2 2026.