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Trajan Wealth’s Phillips 66 PSX Stock Holding History

Trajan 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 		$7.98M Buy
47,199
+4,975
+12% +$856K 0.3% 84
2026
Q1 		$7.69M Buy
42,224
+257
+0.6% +$40.3K 0.31% 67
2025
Q4 		$5.42M Buy
41,967
+183
+0.4% +$24.6K 0.23% 75
2025
Q3 		$5.68M Buy
41,784
+127
+0.3% +$16.3K 0.25% 70
2025
Q2 		$4.97M Buy
41,657
+1,016
+2% +$114K 0.24% 76
2025
Q1 		$5.02M Buy
40,641
+1,521
+4% +$187K 0.27% 74
2024
Q4 		$4.46M Buy
39,120
+3,903
+11% +$497K 0.25% 87
2024
Q3 		$4.63M Buy
35,217
+3,839
+12% +$518K 0.27% 81
2024
Q2 		$4.43M Sell
31,378
-209
-0.7% -$30.9K 0.28% 74
2024
Q1 		$5.16M Buy
+31,587
New +$4.55M 0.35% 62

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

Trajan Wealth's PSX Position: Q2 2026 in Review

Trajan Wealth increased its Phillips 66 (PSX) stake by 12% in Q2 2026, buying an estimated $856K and bringing the position to 47,199 shares worth $7.98M. The position accounts for 0.3% of the portfolio, ranked #84.

Trajan Wealth first reported a position in PSX in Q1 2024 and has held it in 10 quarters since. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Trajan Wealth held 47,199 shares of Phillips 66 worth $7.98M as of Q2 2026.
  • Trajan Wealth bought 4,975 Phillips 66 shares in Q2 2026, an estimated $856K.
  • Phillips 66 made up 0.3% of Trajan Wealth's portfolio in Q2 2026, its #84 holding.
  • Trajan Wealth first reported a position in Phillips 66 in Q1 2024 and has held it in 10 quarters since.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

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