SkyOak Wealth’s Phillips 66 PSX Stock Holding History

SkyOak 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	$288K	Sell	1,703 -125	-7%	-$21.5K	0.05%	188
2026 Q1	$333K	Sell	1,828 -350	-16%	-$54.8K	0.06%	165
2025 Q4	$281K	Sell	2,178 -200	-8%	-$26.9K	0.05%	192
2025 Q3	$323K	Hold	2,378	–	–	0.06%	178
2025 Q2	$284K	Hold	2,378	–	–	0.06%	184
2025 Q1	$294K	Hold	2,378	–	–	0.06%	174
2024 Q4	$271K	Hold	2,378	–	–	0.06%	197
2024 Q3	$313K	Hold	2,378	–	–	0.07%	161
2024 Q2	$336K	Hold	2,378	–	–	0.08%	156
2024 Q1	$388K	Hold	2,378	–	–	0.09%	150
2023 Q4	$317K	Hold	2,378	–	–	0.08%	170
2023 Q3	$286K	Buy	2,378 +38	+2%	+$4.26K	0.08%	175
2023 Q2	$223K	Hold	2,340	–	–	0.06%	211
2023 Q1	$237K	Hold	2,340	–	–	0.07%	196
2022 Q4	$244K	Buy	+2,340	New	+$239K	0.08%	179
2020 Q4	–	Sell	-4,100	Closed	-$213K	–	225
2020 Q3	$213K	Buy	4,100 +782	+24%	+$47.7K	0.08%	184
2020 Q2	$239K	Buy	+3,318	New	+$235K	0.09%	204
2020 Q1	–	Sell	-3,554	Closed	-$396K	–	272
2019 Q4	$396K	Buy	+3,554	New	+$399K	0.12%	198

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

SkyOak Wealth's PSX Position: Q2 2026 in Review

SkyOak Wealth reduced its Phillips 66 (PSX) stake by 6.8% in Q2 2026, selling an estimated $21.5K and leaving 1,703 shares worth $288K. The position accounts for 0.05% of the portfolio, ranked #188.

SkyOak Wealth first reported a position in PSX in Q4 2019 and has held it in 18 quarters since. The position peaked at $396K in Q4 2019. 2,102 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

SkyOak Wealth held 1,703 shares of Phillips 66 worth $288K as of Q2 2026.
SkyOak Wealth sold 125 Phillips 66 shares in Q2 2026, an estimated $21.5K.
Phillips 66 made up 0.05% of SkyOak Wealth's portfolio in Q2 2026, its #188 holding.
SkyOak Wealth first reported a position in Phillips 66 in Q4 2019 and has held it in 18 quarters since.
SkyOak Wealth's Phillips 66 position peaked at $396K in Q4 2019.
2,102 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.