Strait & Sound Wealth Management’s Phillips 66 PSX Stock Holding History

Strait & Sound 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	$288K	Buy	1,705 +25	+1%	+$4.3K	0.1%	126
2026 Q1	$306K	Sell	1,680 -25	-1%	-$3.92K	0.11%	127
2025 Q4	$220K	Hold	1,705	–	–	0.08%	138
2025 Q3	$232K	Hold	1,705	–	–	0.09%	134
2025 Q2	$203K	Sell	1,705 -40	-2%	-$4.48K	0.09%	141
2025 Q1	$215K	Sell	1,745 -300	-15%	-$37K	0.1%	137
2024 Q4	$233K	Sell	2,045 -420	-17%	-$53.4K	0.11%	135
2024 Q3	$324K	Sell	2,465 -2,147	-47%	-$290K	0.16%	100
2024 Q2	$651K	Hold	4,612	–	–	0.33%	54
2024 Q1	$763K	Buy	4,612 +242	+6%	+$34.9K	0.43%	43
2023 Q4	$561K	Hold	4,370	–	–	0.35%	49
2023 Q3	$525K	Buy	+4,370	New	+$490K	0.45%	49

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

Strait & Sound Wealth Management's PSX Position: Q2 2026 in Review

Strait & Sound Wealth Management increased its Phillips 66 (PSX) stake by 1.5% in Q2 2026, buying an estimated $4.3K and bringing the position to 1,705 shares worth $288K. The position accounts for 0.1% of the portfolio, ranked #126.

Strait & Sound Wealth Management first reported a position in PSX in Q3 2023 and has held it in 12 quarters since. The position peaked at $763K in Q1 2024. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Strait & Sound Wealth Management held 1,705 shares of Phillips 66 worth $288K as of Q2 2026.
Strait & Sound Wealth Management bought 25 Phillips 66 shares in Q2 2026, an estimated $4.3K.
Phillips 66 made up 0.1% of Strait & Sound Wealth Management's portfolio in Q2 2026, its #126 holding.
Strait & Sound Wealth Management first reported a position in Phillips 66 in Q3 2023 and has held it in 12 quarters since.
Strait & Sound Wealth Management's Phillips 66 position peaked at $763K in Q1 2024.
2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.