Three Seasons Wealth’s Phillips 66 PSX Stock Holding History

Three Seasons 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 Q1	$721K	Buy	3,958 +132	+3%	+$20.7K	0.28%	89
2025 Q4	$494K	Hold	3,826	–	–	0.05%	115
2025 Q3	$520K	Hold	3,826	–	–	0.05%	99
2025 Q2	$456K	Hold	3,826	–	–	0.05%	69
2025 Q1	$472K	Hold	3,826	–	–	0.23%	66
2024 Q4	$436K	Hold	3,826	–	–	0.21%	88
2024 Q3	$503K	Buy	+3,826	New	+$517K	0.26%	73

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

Three Seasons Wealth's PSX Position: Q1 2026 in Review

Three Seasons Wealth increased its Phillips 66 (PSX) stake by 3.5% in Q1 2026, buying an estimated $20.7K and bringing the position to 3,958 shares worth $721K. The position accounts for 0.28% of the portfolio, ranked #89.

Three Seasons Wealth first reported a position in PSX in Q3 2024 and has held it in 7 quarters since. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

Three Seasons Wealth held 3,958 shares of Phillips 66 worth $721K as of Q1 2026.
Three Seasons Wealth bought 132 Phillips 66 shares in Q1 2026, an estimated $20.7K.
Phillips 66 made up 0.28% of Three Seasons Wealth's portfolio in Q1 2026, its #89 holding.
Three Seasons Wealth first reported a position in Phillips 66 in Q3 2024 and has held it in 7 quarters since.
2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Three Seasons Wealth's 13F filing for Q1 2026, filed 5 May 2026.