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Simplicity Wealth’s Phillips 66 PSX Stock Holding History

Simplicity Wealth’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 		$1.12M Buy
6,639
+833
+14% +$143K 0.04% 391
2026
Q1 		$1.06M Buy
5,806
+368
+7% +$57.7K 0.06% 287
2025
Q4 		$702K Buy
5,438
+313
+6% +$42.1K 0.04% 357
2025
Q3 		$697K Buy
5,125
+641
+14% +$82.1K 0.04% 376
2025
Q2 		$535K Buy
4,484
+1,471
+49% +$165K 0.02% 443
2025
Q1 		$372K Buy
+3,013
New +$371K 0.03% 390
2024
Q3 		– Sell
-8,924
Closed -$1.26M – 1033
2024
Q2 		$1.26M Buy
8,924
+301
+3% +$44.6K 0.03% 462
2024
Q1 		$1.41M Buy
+8,623
New +$1.24M 0.03% 427

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

Simplicity Wealth's PSX Position: Q2 2026 in Review

Simplicity Wealth increased its Phillips 66 (PSX) stake by 14% in Q2 2026, buying an estimated $143K and bringing the position to 6,639 shares worth $1.12M. The position accounts for 0.04% of the portfolio, ranked #391.

Simplicity Wealth first reported a position in PSX in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.41M in Q1 2024. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Simplicity Wealth held 6,639 shares of Phillips 66 worth $1.12M as of Q2 2026.
  • Simplicity Wealth bought 833 Phillips 66 shares in Q2 2026, an estimated $143K.
  • Phillips 66 made up 0.04% of Simplicity Wealth's portfolio in Q2 2026, its #391 holding.
  • Simplicity Wealth first reported a position in Phillips 66 in Q1 2024 and has held it in 8 quarters since.
  • Simplicity Wealth's Phillips 66 position peaked at $1.41M in Q1 2024.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.