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Tred Avon Family Wealth’s Phillips 66 PSX Stock Holding History

Tred Avon Family 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 		$701K Sell
4,144
-40
-1% -$6.89K 0.21% 142
2026
Q1 		$762K Sell
4,184
-1,230
-23% -$193K 0.25% 116
2025
Q4 		$699K Hold
5,414
– – 0.23% 127
2025
Q3 		$736K Buy
+5,414
New +$694K 0.25% 115

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

Tred Avon Family Wealth's PSX Position: Q2 2026 in Review

Tred Avon Family Wealth reduced its Phillips 66 (PSX) stake by 0.96% in Q2 2026, selling an estimated $6.89K and leaving 4,144 shares worth $701K. The position accounts for 0.21% of the portfolio, ranked #142.

Tred Avon Family Wealth first reported a position in PSX in Q3 2025 and has held it in 4 quarters since. The position peaked at $762K in Q1 2026. 2,106 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Tred Avon Family Wealth held 4,144 shares of Phillips 66 worth $701K as of Q2 2026.
  • Tred Avon Family Wealth sold 40 Phillips 66 shares in Q2 2026, an estimated $6.89K.
  • Phillips 66 made up 0.21% of Tred Avon Family Wealth's portfolio in Q2 2026, its #142 holding.
  • Tred Avon Family Wealth first reported a position in Phillips 66 in Q3 2025 and has held it in 4 quarters since.
  • Tred Avon Family Wealth's Phillips 66 position peaked at $762K in Q1 2026.
  • 2,106 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.