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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
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
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

SkyOak Wealth's PSX Position: Q1 2026 in Review

SkyOak Wealth reduced its Phillips 66 (PSX) stake by 16% in Q1 2026, selling an estimated $54.8K and leaving 1,828 shares worth $333K. The position accounts for 0.06% of the portfolio, ranked #165.

SkyOak Wealth first reported a position in PSX in Q4 2019 and has held it in 17 quarters since. The position peaked at $396K in Q4 2019. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • SkyOak Wealth held 1,828 shares of Phillips 66 worth $333K as of Q1 2026.
  • SkyOak Wealth sold 350 Phillips 66 shares in Q1 2026, an estimated $54.8K.
  • Phillips 66 made up 0.06% of SkyOak Wealth's portfolio in Q1 2026, its #165 holding.
  • SkyOak Wealth first reported a position in Phillips 66 in Q4 2019 and has held it in 17 quarters since.
  • SkyOak Wealth's Phillips 66 position peaked at $396K in Q4 2019.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on SkyOak Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.