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Spire Wealth Management’s Phillips 66 PSX Stock Holding History

Spire 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
Q2 		$70.2K Sell
415
-1,340
-76% -$231K ﹤0.01% 1077
2026
Q1 		$320K Buy
1,755
+207
+13% +$32.4K 0.01% 653
2025
Q4 		$200K Sell
1,548
-144
-9% -$19.4K 0.01% 791
2025
Q3 		$230K Buy
1,692
+152
+10% +$19.5K 0.01% 744
2025
Q2 		$184K Sell
1,540
-1,827
-54% -$205K 0.01% 784
2025
Q1 		$416K Buy
3,367
+505
+18% +$62.2K 0.01% 628
2024
Q4 		$326K Sell
2,862
-473
-14% -$60.2K 0.01% 681
2024
Q3 		$438K Sell
3,335
-583
-15% -$78.7K 0.01% 553
2024
Q2 		$553K Sell
3,918
-7,472
-66% -$1.11M 0.02% 470
2024
Q1 		$1.86M Buy
11,390
+201
+2% +$29K 0.03% 261
2023
Q4 		$1.44M Sell
11,189
-639
-5% -$76.4K 0.05% 282
2023
Q3 		$1.42M Buy
11,828
+7,317
+162% +$821K 0.05% 268
2023
Q2 		$430K Sell
4,511
-676
-13% -$65.7K 0.02% 526
2023
Q1 		$526K Buy
5,187
+1,095
+27% +$111K 0.02% 475
2022
Q4 		$426K Buy
4,092
+441
+12% +$45.1K 0.02% 386
2022
Q3 		$295K Sell
3,651
-2,664
-42% -$227K 0.02% 446
2022
Q2 		$518K Sell
6,315
-263
-4% -$24.3K 0.02% 463
2022
Q1 		$568K Sell
6,578
-4,351
-40% -$366K 0.02% 532
2021
Q4 		$792K Sell
10,929
-589
-5% -$44.5K 0.02% 548
2021
Q3 		$807K Buy
11,518
+99
+0.9% +$7.17K 0.02% 461
2021
Q2 		$980K Sell
11,419
-1,109
-9% -$93.6K 0.03% 429
2021
Q1 		$1.02M Buy
+12,528
New +$983K 0.03% 429

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

Spire Wealth Management's PSX Position: Q2 2026 in Review

Spire Wealth Management reduced its Phillips 66 (PSX) stake by 76% in Q2 2026, selling an estimated $231K and leaving 415 shares worth $70.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1077.

Spire Wealth Management first reported a position in PSX in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.86M in Q1 2024. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Spire Wealth Management held 415 shares of Phillips 66 worth $70.2K as of Q2 2026.
  • Spire Wealth Management sold 1,340 Phillips 66 shares in Q2 2026, an estimated $231K.
  • Phillips 66 made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1077 holding.
  • Spire Wealth Management first reported a position in Phillips 66 in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Phillips 66 position peaked at $1.86M in Q1 2024.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.