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 Q2	$121K	Buy	713 +4	+0.6%	+$689	0.05%	76
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 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

Tower View Wealth Management's PSX Position: Q2 2026 in Review

Tower View Wealth Management increased its Phillips 66 (PSX) stake by 0.56% in Q2 2026, buying an estimated $689 and bringing the position to 713 shares worth $121K. The position accounts for 0.05% of the portfolio, ranked #76.

Tower View Wealth Management first reported a position in PSX in Q3 2021 and has held it in 20 quarters since. The position peaked at $129K in Q1 2026. 2,102 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Tower View Wealth Management held 713 shares of Phillips 66 worth $121K as of Q2 2026.
Tower View Wealth Management bought 4 Phillips 66 shares in Q2 2026, an estimated $689.
Phillips 66 made up 0.05% of Tower View Wealth Management's portfolio in Q2 2026, its #76 holding.
Tower View Wealth Management first reported a position in Phillips 66 in Q3 2021 and has held it in 20 quarters since.
Tower View Wealth Management's Phillips 66 position peaked at $129K in Q1 2026.
2,102 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Tower View Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.