Trueblood Wealth Management’s Phillips 66 PSX Stock Holding History

Trueblood 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	$309K	Buy	1,829 +6	+0.3%	+$1.03K	0.11%	205
2026 Q1	$332K	Buy	1,823 +6	+0.3%	+$940	0.13%	197
2025 Q4	$234K	Sell	1,817 -18	-1%	-$2.42K	0.09%	228
2025 Q3	$250K	Buy	1,835 +6	+0.3%	+$769	0.1%	223
2025 Q2	$218K	Buy	1,829 +7	+0.4%	+$784	0.09%	228
2025 Q1	$225K	Buy	1,822 +6	+0.3%	+$739	0.1%	212
2024 Q4	$207K	Buy	1,816 +6	+0.3%	+$763	0.1%	218
2024 Q3	$238K	Sell	1,810 -147	-8%	-$19.8K	0.12%	200
2024 Q2	$276K	Buy	1,957 +5	+0.3%	+$740	0.16%	172
2024 Q1	$319K	Sell	1,952 -229	-10%	-$33K	0.18%	149
2023 Q4	$290K	Buy	+2,181	New	+$261K	0.18%	156

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Trueblood Wealth Management increased its Phillips 66 (PSX) stake by 0.33% in Q2 2026, buying an estimated $1.03K and bringing the position to 1,829 shares worth $309K. The position accounts for 0.11% of the portfolio, ranked #205.

Trueblood Wealth Management first reported a position in PSX in Q4 2023 and has held it in 11 quarters since. The position peaked at $332K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Trueblood Wealth Management held 1,829 shares of Phillips 66 worth $309K as of Q2 2026.
Trueblood Wealth Management bought 6 Phillips 66 shares in Q2 2026, an estimated $1.03K.
Phillips 66 made up 0.11% of Trueblood Wealth Management's portfolio in Q2 2026, its #205 holding.
Trueblood Wealth Management first reported a position in Phillips 66 in Q4 2023 and has held it in 11 quarters since.
Trueblood Wealth Management's Phillips 66 position peaked at $332K in Q1 2026.
2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.