Tanager Wealth Management’s Phillips 66 PSX Stock Holding History

Tanager 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	$565K	Buy	3,341 +15	+0.5%	+$2.58K	0.05%	90
2026 Q1	$606K	Hold	3,326	–	–	0.06%	75
2025 Q4	$429K	Buy	3,326 +9	+0.3%	+$1.21K	0.04%	87
2025 Q3	$451K	Sell	3,317 -96	-3%	-$12.3K	0.05%	80
2025 Q2	$407K	Buy	3,413 +25	+0.7%	+$2.8K	0.05%	83
2025 Q1	$418K	Buy	3,388 +100	+3%	+$12.3K	0.05%	77
2024 Q4	$375K	Buy	3,288 +8	+0.2%	+$1.02K	0.05%	74
2024 Q3	$431K	Sell	3,280 -49	-1%	-$6.62K	0.06%	71
2024 Q2	$470K	Hold	3,329	–	–	0.07%	60
2024 Q1	$544K	Buy	3,329 +49	+1%	+$7.06K	0.09%	53
2023 Q4	$437K	Hold	3,280	–	–	0.08%	58
2023 Q3	$394K	Buy	3,280 +3	+0.1%	+$337	0.08%	55
2023 Q2	$313K	Buy	3,277 +6	+0.2%	+$583	0.07%	67
2023 Q1	$332K	Hold	3,271	–	–	0.08%	57
2022 Q4	$340K	Buy	3,271 +184	+6%	+$18.8K	0.09%	55
2022 Q3	$249K	Hold	3,087	–	–	0.2%	39
2022 Q2	$253K	Buy	+3,087	New	+$286K	0.21%	35

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

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

Tanager Wealth Management increased its Phillips 66 (PSX) stake by 0.45% in Q2 2026, buying an estimated $2.58K and bringing the position to 3,341 shares worth $565K. The position accounts for 0.05% of the portfolio, ranked #90.

Tanager Wealth Management first reported a position in PSX in Q2 2022 and has held it in 17 quarters since. The position peaked at $606K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Tanager Wealth Management held 3,341 shares of Phillips 66 worth $565K as of Q2 2026.
Tanager Wealth Management bought 15 Phillips 66 shares in Q2 2026, an estimated $2.58K.
Phillips 66 made up 0.05% of Tanager Wealth Management's portfolio in Q2 2026, its #90 holding.
Tanager Wealth Management first reported a position in Phillips 66 in Q2 2022 and has held it in 17 quarters since.
Tanager Wealth Management's Phillips 66 position peaked at $606K in Q1 2026.
2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Tanager Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.