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Salomon & Ludwin’s Phillips 66 PSX Stock Holding History

Salomon & Ludwin’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 		$79.6K Sell
456
-14
-3% -$2.41K 0.01% 335
2026
Q1 		$82.8K Hold
470
– – 0.01% 293
2025
Q4 		$65.8K Sell
470
-1
-0.2% -$135 0.01% 333
2025
Q3 		$62.6K Buy
471
+282
+149% +$36.1K 0.01% 327
2025
Q2 		$23.9K Hold
189
– – ﹤0.01% 361
2025
Q1 		$23.3K Hold
189
– – ﹤0.01% 340
2024
Q4 		$21.5K Hold
189
– – ﹤0.01% 344
2024
Q3 		$24.8K Buy
189
+57
+43% +$7.7K ﹤0.01% 340
2024
Q2 		$18.6K Sell
132
-549
-81% -$81.3K ﹤0.01% 374
2024
Q1 		$111K Buy
681
+58
+9% +$8.36K 0.01% 237
2023
Q4 		$74.9K Hold
623
– – 0.01% 260
2023
Q3 		$74.9K Buy
+623
New +$69.9K 0.01% 260
2019
Q1 		– Sell
-300
Closed -$26K – 257
2018
Q4 		$26K Buy
+300
New +$29.3K 0.01% 111

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

Salomon & Ludwin's PSX Position: Q2 2026 in Review

Salomon & Ludwin reduced its Phillips 66 (PSX) stake by 3% in Q2 2026, selling an estimated $2.41K and leaving 456 shares worth $79.6K. The position accounts for 0.01% of the portfolio, ranked #335.

Salomon & Ludwin first reported a position in PSX in Q4 2018 and has held it in 13 quarters since. The position peaked at $111K in Q1 2024. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Salomon & Ludwin held 456 shares of Phillips 66 worth $79.6K as of Q2 2026.
  • Salomon & Ludwin sold 14 Phillips 66 shares in Q2 2026, an estimated $2.41K.
  • Phillips 66 made up 0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #335 holding.
  • Salomon & Ludwin first reported a position in Phillips 66 in Q4 2018 and has held it in 13 quarters since.
  • Salomon & Ludwin's Phillips 66 position peaked at $111K in Q1 2024.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.