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RWA Wealth Partners’s Phillips 66 PSX Stock Holding History

RWA 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 		$1.07M Buy
6,358
+595
+10% +$102K 0.01% 339
2026
Q1 		$1.05M Buy
5,763
+833
+17% +$131K 0.01% 339
2025
Q4 		$636K Buy
4,930
+588
+14% +$79.1K 0.01% 402
2025
Q3 		$591K Buy
4,342
+896
+26% +$115K 0.01% 416
2025
Q2 		$411K Sell
3,446
-1,721
-33% -$193K 0.01% 457
2025
Q1 		$638K Sell
5,167
-1,542
-23% -$190K 0.01% 379
2024
Q4 		$764K Buy
6,709
+263
+4% +$33.5K 0.01% 361
2024
Q3 		$847K Buy
6,446
+124
+2% +$16.7K 0.01% 346
2024
Q2 		$892K Sell
6,322
-140
-2% -$20.7K 0.01% 319
2024
Q1 		$1.06M Sell
6,462
-127
-2% -$18.3K 0.01% 297
2023
Q4 		$877K Buy
6,589
+3,482
+112% +$416K 0.01% 308
2023
Q3 		$373K Buy
3,107
+122
+4% +$13.7K 0.01% 300
2023
Q2 		$285K Buy
2,985
+316
+12% +$30.7K 0.01% 279
2023
Q1 		$271K Buy
+2,669
New +$271K 0.01% 219
2018
Q3 		– Sell
-1,377
Closed -$155K – 587
2018
Q2 		$155K Buy
1,377
+560
+69% +$63K 0.02% 260
2018
Q1 		$78K Buy
+817
New +$79.5K 0.01% 286
2017
Q4 		– Sell
-3,105
Closed -$284K – 249
2017
Q3 		$284K Buy
+3,105
New +$263K 0.03% 199

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

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

RWA Wealth Partners increased its Phillips 66 (PSX) stake by 10% in Q2 2026, buying an estimated $102K and bringing the position to 6,358 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #339.

RWA Wealth Partners first reported a position in PSX in Q3 2017 and has held it in 17 quarters since. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • RWA Wealth Partners held 6,358 shares of Phillips 66 worth $1.07M as of Q2 2026.
  • RWA Wealth Partners bought 595 Phillips 66 shares in Q2 2026, an estimated $102K.
  • Phillips 66 made up 0.01% of RWA Wealth Partners's portfolio in Q2 2026, its #339 holding.
  • RWA Wealth Partners first reported a position in Phillips 66 in Q3 2017 and has held it in 17 quarters since.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.