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Sax Wealth Advisors’s Phillips 66 PSX Stock Holding History

Sax Wealth Advisors’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 		$398K Buy
2,184
+373
+21% +$64.2K 0.02% 392
2026
Q1 		$234K Hold
1,811
– – 0.01% 441
2025
Q4 		$234K Buy
+1,811
New +$244K 0.01% 448

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

Sax Wealth Advisors's PSX Position: Q2 2026 in Review

Sax Wealth Advisors increased its Phillips 66 (PSX) stake by 21% in Q2 2026, buying an estimated $64.2K and bringing the position to 2,184 shares worth $398K. The position accounts for 0.02% of the portfolio, ranked #392.

Sax Wealth Advisors first reported a position in PSX in Q4 2025 and has held it in 3 quarters since. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Sax Wealth Advisors held 2,184 shares of Phillips 66 worth $398K as of Q2 2026.
  • Sax Wealth Advisors bought 373 Phillips 66 shares in Q2 2026, an estimated $64.2K.
  • Phillips 66 made up 0.02% of Sax Wealth Advisors's portfolio in Q2 2026, its #392 holding.
  • Sax Wealth Advisors first reported a position in Phillips 66 in Q4 2025 and has held it in 3 quarters since.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.