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Twin Peaks Wealth Advisors’s Phillips 66 PSX Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-580
Closed -$106K – 1692
2026
Q1 		$106K Buy
+580
New +$90.9K 0.03% 282
2025
Q3 		– Sell
-317
Closed -$38.1K – 1608
2025
Q2 		$38.1K Buy
+317
New +$35.5K 0.01% 406

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

Twin Peaks Wealth Advisors's PSX Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Phillips 66 (PSX) in Q2 2026, closing a stake of 580 shares — an estimated $106K sold.

Twin Peaks Wealth Advisors first reported a position in PSX in Q2 2025 and held it in 2 quarters. The position peaked at $106K in Q1 2026. 2,108 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Phillips 66 position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 580 Phillips 66 shares in Q2 2026, an estimated $106K.
  • Twin Peaks Wealth Advisors first reported a position in Phillips 66 in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Phillips 66 position peaked at $106K in Q1 2026.
  • 2,108 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.