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Tradition Wealth Management’s Phillips 66 PSX Stock Holding History

Tradition 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 		– Sell
-1,290
Closed -$235K – 575
2026
Q1 		$235K Buy
+1,290
New +$202K 0.02% 434
2025
Q4 		– Sell
-1,622
Closed -$221K – 511
2025
Q3 		$221K Buy
+1,622
New +$208K 0.02% 439
2024
Q4 		– Sell
-2,048
Closed -$269K – 439
2024
Q3 		$269K Sell
2,048
-301
-13% -$40.6K 0.02% 344
2024
Q2 		$332K Buy
2,349
+766
+48% +$113K 0.03% 297
2024
Q1 		$259K Sell
1,583
-248
-14% -$35.7K 0.03% 327
2023
Q4 		$244K Sell
1,831
-46
-2% -$5.5K 0.03% 299
2023
Q3 		$226K Buy
1,877
+7
+0.4% +$786 0.03% 288
2023
Q2 		$178K Buy
1,870
+69
+4% +$6.71K 0.02% 330
2023
Q1 		$183K Buy
1,801
+88
+5% +$8.95K 0.02% 312
2022
Q4 		$178K Sell
1,713
-189
-10% -$19.3K 0.03% 278
2022
Q3 		$154K Buy
1,902
+726
+62% +$61.9K 0.02% 298
2022
Q2 		$96K Buy
1,176
+1,099
+1,427% +$102K 0.01% 366
2022
Q1 		$7K Hold
77
– – ﹤0.01% 976
2021
Q4 		$6K Hold
77
– – ﹤0.01% 1023
2021
Q3 		$5K Buy
77
+17
+28% +$1.23K ﹤0.01% 1038
2021
Q2 		$5K Buy
+60
New +$5.07K ﹤0.01% 1066
2021
Q1 		– Sell
-60
Closed -$4K – 976
2020
Q4 		$4K Buy
+60
New +$3.52K ﹤0.01% 877

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Tradition Wealth Management sold out of Phillips 66 (PSX) in Q2 2026, closing a stake of 1,290 shares — an estimated $235K sold.

Tradition Wealth Management first reported a position in PSX in Q4 2020 and held it in 17 quarters. The position peaked at $332K in Q2 2024. 2,106 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Tradition Wealth Management reported no remaining Phillips 66 position as of Q2 2026 after selling out during the quarter.
  • Tradition Wealth Management sold 1,290 Phillips 66 shares in Q2 2026, an estimated $235K.
  • Tradition Wealth Management first reported a position in Phillips 66 in Q4 2020 and held it in 17 quarters.
  • Tradition Wealth Management's Phillips 66 position peaked at $332K in Q2 2024.
  • 2,106 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.