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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Twin Peaks Wealth Advisors's PSX Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Phillips 66 (PSX) in Q1 2026: 580 shares worth $106K. The stake represents 0.03% of the portfolio and ranks #282 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in PSX as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in PSX in Q2 2025 and has held it in 2 quarters since. 2,118 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Twin Peaks Wealth Advisors held 580 shares of Phillips 66 worth $106K as of Q1 2026.
  • Phillips 66 was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Phillips 66 made up 0.03% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #282 holding.
  • Twin Peaks Wealth Advisors first reported a position in Phillips 66 in Q2 2025 and has held it in 2 quarters since.
  • 2,118 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.