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Scissortail Wealth Management’s Phillips 66 PSX Stock Holding History

Scissortail 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 		$5.16M Sell
30,510
-15,660
-34% -$2.7M 0.99% 35
2026
Q1 		$8.41M Sell
46,170
-1,308
-3% -$205K 1.69% 19
2025
Q4 		$6.13M Sell
47,478
-253
-0.5% -$34.1K 1.4% 24
2025
Q3 		$6.49M Sell
47,731
-15
-0% -$1.92K 1.42% 24
2025
Q2 		$5.7M Sell
47,746
-400
-0.8% -$44.8K 1.37% 24
2025
Q1 		$5.95M Sell
48,146
-143
-0.3% -$17.6K 1.53% 20
2024
Q4 		$5.5M Buy
48,289
+48,269
+241,345% +$6.14M 1.41% 22
2024
Q3 		$6.36M Sell
20
-48,343
-100% -$6.53M 1.54% 20
2024
Q2 		$6.83M Buy
48,363
+505
+1% +$74.7K 1.74% 16
2024
Q1 		$7.82M Buy
+47,858
New +$6.9M 2.06% 13
2022
Q4 		– Sell
-48,642
Closed -$5.02M – 157
2022
Q3 		$5.02M Buy
48,642
+15,948
+49% +$1.36M 2.61% 9
2022
Q2 		$2.37M Sell
32,694
-15,961
-33% -$1.48M 0.91% 37
2022
Q1 		$4.32M Buy
48,655
+15,961
+49% +$1.34M 2.12% 13
2021
Q4 		$2.37M Buy
+32,694
New +$2.47M 0.91% 37

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

Scissortail Wealth Management's PSX Position: Q2 2026 in Review

Scissortail Wealth Management reduced its Phillips 66 (PSX) stake by 34% in Q2 2026, selling an estimated $2.7M and leaving 30,510 shares worth $5.16M. The position accounts for 0.99% of the portfolio, ranked #35.

Scissortail Wealth Management first reported a position in PSX in Q4 2021 and has held it in 14 quarters since. The position peaked at $8.41M in Q1 2026. 2,108 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Scissortail Wealth Management held 30,510 shares of Phillips 66 worth $5.16M as of Q2 2026.
  • Scissortail Wealth Management sold 15,660 Phillips 66 shares in Q2 2026, an estimated $2.7M.
  • Phillips 66 made up 0.99% of Scissortail Wealth Management's portfolio in Q2 2026, its #35 holding.
  • Scissortail Wealth Management first reported a position in Phillips 66 in Q4 2021 and has held it in 14 quarters since.
  • Scissortail Wealth Management's Phillips 66 position peaked at $8.41M in Q1 2026.
  • 2,108 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Scissortail Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.