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True Wealth Design’s Phillips 66 PSX Stock Holding History

True Wealth Design’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 		$277K Buy
1,637
+363
+28% +$62.5K 0.07% 76
2026
Q1 		$232K Sell
1,274
-95
-7% -$14.9K 0.06% 77
2025
Q4 		$177K Buy
1,369
+192
+16% +$25.8K 0.05% 94
2025
Q3 		$160K Buy
1,177
+561
+91% +$71.9K 0.05% 94
2025
Q2 		$73.4K Sell
616
-193
-24% -$21.6K 0.03% 151
2025
Q1 		$99.8K Buy
809
+785
+3,271% +$96.7K 0.04% 91
2024
Q4 		$2.69K Buy
24
+5
+26% +$636 ﹤0.01% 667
2024
Q3 		$2.5K Hold
19
– – ﹤0.01% 727
2024
Q2 		$2.68K Buy
19
+1
+6% +$148 ﹤0.01% 336
2024
Q1 		$2.94K Buy
18
+9
+100% +$1.3K ﹤0.01% 310
2023
Q4 		$1.2K Buy
9
+2
+29% +$239 ﹤0.01% 341
2023
Q3 		$842 Hold
7
– – ﹤0.01% 344
2023
Q2 		$668 Hold
7
– – ﹤0.01% 381
2023
Q1 		$710 Hold
7
– – ﹤0.01% 453
2022
Q4 		$729 Buy
+7
New +$716 ﹤0.01% 382

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

True Wealth Design's PSX Position: Q2 2026 in Review

True Wealth Design increased its Phillips 66 (PSX) stake by 28% in Q2 2026, buying an estimated $62.5K and bringing the position to 1,637 shares worth $277K. The position accounts for 0.07% of the portfolio, ranked #76.

True Wealth Design first reported a position in PSX in Q4 2022 and has held it in 15 quarters since. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • True Wealth Design held 1,637 shares of Phillips 66 worth $277K as of Q2 2026.
  • True Wealth Design bought 363 Phillips 66 shares in Q2 2026, an estimated $62.5K.
  • Phillips 66 made up 0.07% of True Wealth Design's portfolio in Q2 2026, its #76 holding.
  • True Wealth Design first reported a position in Phillips 66 in Q4 2022 and has held it in 15 quarters since.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.