Schrum Private Wealth Management’s Phillips 66 PSX Stock Holding History

Schrum Private Wealth Management’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	$226K	Buy	1,542 +314	+26%	+$54.1K	0.23%	103
2026 Q1	$224K	Buy	+1,228	New	+$192K	0.17%	118
2024 Q4	–	Sell	-1,848	Closed	-$243K	–	160
2024 Q3	$243K	Buy	1,848 +206	+13%	+$27.8K	0.13%	152
2024 Q2	$232K	Hold	1,642	–	–	0.21%	111
2024 Q1	$268K	Buy	+1,642	New	+$237K	0.24%	104
2022 Q3	–	Sell	-2,581	Closed	-$212K	–	113
2022 Q2	$212K	Sell	2,581 -50	-2%	-$4.63K	0.24%	106
2022 Q1	$219K	Sell	2,631 -650	-20%	-$54.7K	0.22%	111
2021 Q4	$236K	Buy	+3,281	New	+$248K	0.22%	113

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

Schrum Private Wealth Management's PSX Position: Q2 2026 in Review

Schrum Private Wealth Management increased its Phillips 66 (PSX) stake by 26% in Q2 2026, buying an estimated $54.1K and bringing the position to 1,542 shares worth $226K. The position accounts for 0.23% of the portfolio, ranked #103.

Schrum Private Wealth Management first reported a position in PSX in Q4 2021 and has held it in 8 quarters since. The position peaked at $268K in Q1 2024. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Schrum Private Wealth Management held 1,542 shares of Phillips 66 worth $226K as of Q2 2026.
Schrum Private Wealth Management bought 314 Phillips 66 shares in Q2 2026, an estimated $54.1K.
Phillips 66 made up 0.23% of Schrum Private Wealth Management's portfolio in Q2 2026, its #103 holding.
Schrum Private Wealth Management first reported a position in Phillips 66 in Q4 2021 and has held it in 8 quarters since.
Schrum Private Wealth Management's Phillips 66 position peaked at $268K in Q1 2024.
2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Schrum Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.