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SteelPeak Wealth’s Phillips 66 PSX Stock Holding History

SteelPeak 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 		$295K Buy
1,746
+17
+1% +$2.93K 0.01% 530
2026
Q1 		$315K Buy
+1,729
New +$271K 0.01% 451
2025
Q4 		– Sell
-23,029
Closed -$3.13M – 620
2025
Q3 		$3.13M Sell
23,029
-12,048
-34% -$1.54M 0.1% 147
2025
Q2 		$4.18M Buy
35,077
+1,720
+5% +$193K 0.16% 110
2025
Q1 		$4.12M Buy
+33,357
New +$4.11M 0.17% 115
2024
Q4 		– Sell
-15,028
Closed -$1.98M – 621
2024
Q3 		$1.98M Sell
15,028
-44,482
-75% -$6.01M 0.09% 174
2024
Q2 		$8.4M Buy
59,510
+56,284
+1,745% +$8.33M 0.39% 54
2024
Q1 		$527K Sell
3,226
-73,252
-96% -$10.6M 0.03% 288
2023
Q4 		$10.2M Buy
76,478
+73,569
+2,529% +$8.79M 0.59% 41
2023
Q3 		$349K Buy
2,909
+792
+37% +$88.9K 0.02% 307
2023
Q2 		$202K Buy
+2,117
New +$206K 0.01% 393
2022
Q3 		– Sell
-10,413
Closed -$854K – 432
2022
Q2 		$854K Sell
10,413
-2,400
-19% -$222K 0.06% 185
2022
Q1 		$1.11M Buy
+12,813
New +$1.08M 0.06% 176
2020
Q3 		– Sell
-7,006
Closed -$504K – 323
2020
Q2 		$504K Sell
7,006
-8,999
-56% -$637K 0.06% 163
2020
Q1 		$859K Buy
16,005
+4,097
+34% +$333K 0.14% 111
2019
Q4 		$1.33M Buy
+11,908
New +$1.34M 0.18% 101

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

SteelPeak Wealth's PSX Position: Q2 2026 in Review

SteelPeak Wealth increased its Phillips 66 (PSX) stake by 0.98% in Q2 2026, buying an estimated $2.93K and bringing the position to 1,746 shares worth $295K. The position accounts for 0.01% of the portfolio, ranked #530.

SteelPeak Wealth first reported a position in PSX in Q4 2019 and has held it in 16 quarters since. The position peaked at $10.2M in Q4 2023. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • SteelPeak Wealth held 1,746 shares of Phillips 66 worth $295K as of Q2 2026.
  • SteelPeak Wealth bought 17 Phillips 66 shares in Q2 2026, an estimated $2.93K.
  • Phillips 66 made up 0.01% of SteelPeak Wealth's portfolio in Q2 2026, its #530 holding.
  • SteelPeak Wealth first reported a position in Phillips 66 in Q4 2019 and has held it in 16 quarters since.
  • SteelPeak Wealth's Phillips 66 position peaked at $10.2M in Q4 2023.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

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