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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
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 $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

Tradition Wealth Management's PSX Position: Q1 2026 in Review

Tradition Wealth Management opened a new position in Phillips 66 (PSX) in Q1 2026: 1,290 shares worth $235K. The stake represents 0.02% of the portfolio and ranks #434 among its holdings. This is a return to the name: Tradition Wealth Management previously reported a position in PSX as recently as Q3 2025.

Tradition Wealth Management first reported a position in PSX in Q4 2020 and has held it in 17 quarters since. The position peaked at $332K in Q2 2024. 2,119 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Tradition Wealth Management held 1,290 shares of Phillips 66 worth $235K as of Q1 2026.
  • Phillips 66 was a new Tradition Wealth Management position in Q1 2026.
  • Phillips 66 made up 0.02% of Tradition Wealth Management's portfolio in Q1 2026, its #434 holding.
  • Tradition Wealth Management first reported a position in Phillips 66 in Q4 2020 and has held it in 17 quarters since.
  • Tradition Wealth Management's Phillips 66 position peaked at $332K in Q2 2024.
  • 2,119 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.