TVWM
PSX icon

Tower View Wealth Management’s Phillips 66 PSX Stock Holding History

Tower View 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
Q1 		$129K Buy
709
+144
+25% +$22.6K 0.07% 72
2025
Q4 		$72.9K Buy
565
+5
+0.9% +$673 0.04% 79
2025
Q3 		$76.2K Buy
560
+5
+0.9% +$641 0.04% 76
2025
Q2 		$66.2K Buy
555
+6
+1% +$672 0.03% 92
2025
Q1 		$67.8K Buy
549
+5
+0.9% +$616 0.04% 71
2024
Q4 		$62K Buy
544
+5
+0.9% +$636 0.03% 76
2024
Q3 		$70.9K Buy
539
+4
+0.7% +$540 0.04% 74
2024
Q2 		$75.5K Buy
535
+4
+0.8% +$592 0.04% 70
2024
Q1 		$86.7K Buy
531
+3
+0.6% +$432 0.05% 72
2023
Q4 		$70K Buy
528
+4
+0.8% +$478 0.04% 71
2023
Q3 		$63K Buy
524
+4
+0.8% +$449 0.04% 72
2023
Q2 		$50K Buy
520
+56
+12% +$5.44K 0.03% 75
2023
Q1 		$47K Buy
464
+5
+1% +$508 0.03% 81
2022
Q4 		$48K Buy
459
+4
+0.9% +$409 0.03% 82
2022
Q3 		$37K Buy
455
+5
+1% +$426 0.03% 87
2022
Q2 		$37K Hold
450
– – 0.03% 87
2022
Q1 		$39K Sell
450
-50
-10% -$4.21K 0.02% 107
2021
Q4 		$36K Hold
500
– – 0.02% 111
2021
Q3 		$35K Buy
+500
New +$36.2K 0.02% 113

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

Tower View Wealth Management's PSX Position: Q1 2026 in Review

Tower View Wealth Management increased its Phillips 66 (PSX) stake by 25% in Q1 2026, buying an estimated $22.6K and bringing the position to 709 shares worth $129K. The position accounts for 0.07% of the portfolio, ranked #72.

Tower View Wealth Management first reported a position in PSX in Q3 2021 and has held it in 19 quarters since. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Tower View Wealth Management held 709 shares of Phillips 66 worth $129K as of Q1 2026.
  • Tower View Wealth Management bought 144 Phillips 66 shares in Q1 2026, an estimated $22.6K.
  • Phillips 66 made up 0.07% of Tower View Wealth Management's portfolio in Q1 2026, its #72 holding.
  • Tower View Wealth Management first reported a position in Phillips 66 in Q3 2021 and has held it in 19 quarters since.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Tower View Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.