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 Q2	$669K	Hold	3,958	–	–	0.06%	113
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 $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

Three Seasons Wealth's PSX Position: Q2 2026 in Review

Three Seasons Wealth held its Phillips 66 (PSX) position steady in Q2 2026 at 3,958 shares worth $669K. The position accounts for 0.06% of the portfolio, ranked #113.

Three Seasons Wealth first reported a position in PSX in Q3 2024 and has held it in 8 quarters since. The position peaked at $721K in Q1 2026. 2,102 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Three Seasons Wealth held 3,958 shares of Phillips 66 worth $669K as of Q2 2026.
Three Seasons Wealth left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 0.06% of Three Seasons Wealth's portfolio in Q2 2026, its #113 holding.
Three Seasons Wealth first reported a position in Phillips 66 in Q3 2024 and has held it in 8 quarters since.
Three Seasons Wealth's Phillips 66 position peaked at $721K in Q1 2026.
2,102 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Three Seasons Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.