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SHP Wealth Management’s Phillips 66 PSX Stock Holding History

SHP 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 		$133K Buy
728
+43
+6% +$6.74K 0.01% 336
2025
Q4 		$88.4K Buy
+685
New +$92.2K 0.01% 370

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $609B AUM 40.19% 1-Year Est. Return

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

SHP Wealth Management increased its Phillips 66 (PSX) stake by 6.3% in Q1 2026, buying an estimated $6.74K and bringing the position to 728 shares worth $133K. The position accounts for 0.01% of the portfolio, ranked #336.

SHP Wealth Management first reported a position in PSX in Q4 2025 and has held it in 2 quarters since. 2,124 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • SHP Wealth Management held 728 shares of Phillips 66 worth $133K as of Q1 2026.
  • SHP Wealth Management bought 43 Phillips 66 shares in Q1 2026, an estimated $6.74K.
  • Phillips 66 made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #336 holding.
  • SHP Wealth Management first reported a position in Phillips 66 in Q4 2025 and has held it in 2 quarters since.
  • 2,124 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.