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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Scissortail Wealth Management's PSX Position: Q1 2026 in Review

Scissortail Wealth Management reduced its Phillips 66 (PSX) stake by 2.8% in Q1 2026, selling an estimated $205K and leaving 46,170 shares worth $8.41M. The position accounts for 1.69% of the portfolio, ranked #19.

Scissortail Wealth Management first reported a position in PSX in Q4 2021 and has held it in 13 quarters since. 2,119 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Scissortail Wealth Management held 46,170 shares of Phillips 66 worth $8.41M as of Q1 2026.
  • Scissortail Wealth Management sold 1,308 Phillips 66 shares in Q1 2026, an estimated $205K.
  • Phillips 66 made up 1.69% of Scissortail Wealth Management's portfolio in Q1 2026, its #19 holding.
  • Scissortail Wealth Management first reported a position in Phillips 66 in Q4 2021 and has held it in 13 quarters since.
  • 2,119 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Scissortail Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.