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Strategic Wealth Partners’s Phillips 66 PSX Stock Holding History

Strategic Wealth Partners’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 		$646K Sell
3,544
-7
-0.2% -$1.1K 0.04% 177
2025
Q4 		$458K Hold
3,551
– – 0.03% 215
2025
Q3 		$483K Sell
3,551
-812
-19% -$104K 0.04% 234
2025
Q2 		$521K Buy
+4,363
New +$489K 0.04% 205
2024
Q4 		$674K Sell
5,368
-1,971
-27% -$251K 0.06% 177
2024
Q3 		$965K Buy
7,339
+58
+0.8% +$7.83K 0.09% 146
2024
Q2 		$1.03M Buy
7,281
+2,176
+43% +$322K 0.11% 136
2024
Q1 		$834K Sell
5,105
-24,884
-83% -$3.59M 0.09% 151
2023
Q4 		$3.99M Buy
29,989
+7,293
+32% +$872K 0.49% 71
2023
Q3 		$2.73M Buy
22,696
+791
+4% +$88.8K 0.36% 80
2023
Q2 		$2.09M Buy
21,905
+1,519
+7% +$148K 0.27% 108
2023
Q1 		$2.07M Buy
20,386
+1,623
+9% +$165K 0.32% 89
2022
Q4 		$1.95M Buy
18,763
+1,857
+11% +$190K 0.36% 84
2022
Q3 		$1.36M Buy
16,906
+727
+4% +$62K 0.29% 109
2022
Q2 		$1.33M Buy
16,179
+1,118
+7% +$103K 0.29% 103
2022
Q1 		$1.3M Buy
15,061
+1,811
+14% +$152K 0.25% 113
2021
Q4 		$960K Buy
13,250
+709
+6% +$53.6K 0.18% 143
2021
Q3 		$878K Buy
12,541
+2,455
+24% +$178K 0.26% 107
2021
Q2 		$866K Sell
10,086
-283
-3% -$23.9K 0.28% 94
2021
Q1 		$845K Sell
10,369
-219
-2% -$17.2K 0.34% 77
2020
Q4 		$741K Sell
10,588
-327
-3% -$19.2K 0.31% 83
2020
Q3 		$566K Buy
10,915
+847
+8% +$51.7K 0.29% 82
2020
Q2 		$724K Buy
+10,068
New +$713K 0.37% 75
2019
Q4 		– Sell
-74
Closed -$7 – 407
2019
Q3 		$7 Buy
74
+18
+32% +$1.8K ﹤0.01% 614
2019
Q2 		$5K Hold
56
– – ﹤0.01% 633
2019
Q1 		$5K Buy
+56
New +$5.32K ﹤0.01% 634

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

Strategic Wealth Partners's PSX Position: Q1 2026 in Review

Strategic Wealth Partners reduced its Phillips 66 (PSX) stake by 0.2% in Q1 2026, selling an estimated $1.1K and leaving 3,544 shares worth $646K. The position accounts for 0.04% of the portfolio, ranked #177.

Strategic Wealth Partners first reported a position in PSX in Q1 2019 and has held it in 26 quarters since. The position peaked at $3.99M in Q4 2023. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Strategic Wealth Partners held 3,544 shares of Phillips 66 worth $646K as of Q1 2026.
  • Strategic Wealth Partners sold 7 Phillips 66 shares in Q1 2026, an estimated $1.1K.
  • Phillips 66 made up 0.04% of Strategic Wealth Partners's portfolio in Q1 2026, its #177 holding.
  • Strategic Wealth Partners first reported a position in Phillips 66 in Q1 2019 and has held it in 26 quarters since.
  • Strategic Wealth Partners's Phillips 66 position peaked at $3.99M in Q4 2023.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.