Sterling Wealth Management’s Phillips 66 PSX Stock Holding History

Sterling 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 Q1	$516K	Hold	2,830	–	–	0.14%	61
2025 Q4	$365K	Buy	+2,830	New	+$381K	0.1%	75

Other funds holding PSX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sterling Wealth Management's PSX Position: Q1 2026 in Review

Sterling Wealth Management held its Phillips 66 (PSX) position steady in Q1 2026 at 2,830 shares worth $516K. The position accounts for 0.14% of the portfolio, ranked #61.

Sterling Wealth Management first reported a position in PSX in Q4 2025 and has held it in 2 quarters since. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

Sterling Wealth Management held 2,830 shares of Phillips 66 worth $516K as of Q1 2026.
Sterling Wealth Management left its Phillips 66 share count unchanged in Q1 2026.
Phillips 66 made up 0.14% of Sterling Wealth Management's portfolio in Q1 2026, its #61 holding.
Sterling Wealth Management first reported a position in Phillips 66 in Q4 2025 and has held it in 2 quarters since.
2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Sterling Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.