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Uniting Wealth Partners’s Phillips 66 PSX Stock Holding History

Uniting Wealth Partners’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 		$390K Sell
2,309
-149
-6% -$25.6K 0.08% 132
2026
Q1 		$448K Buy
2,458
+28
+1% +$4.39K 0.1% 116
2025
Q4 		$314K Buy
2,430
+4
+0.2% +$538 0.1% 111
2025
Q3 		$330K Sell
2,426
-983
-29% -$126K 0.08% 131
2025
Q2 		$407K Buy
3,409
+5
+0.1% +$560 0.16% 67
2025
Q1 		$420K Buy
3,404
+5
+0.1% +$616 0.21% 53
2024
Q4 		$387K Buy
+3,399
New +$432K 0.19% 60

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

Uniting Wealth Partners's PSX Position: Q2 2026 in Review

Uniting Wealth Partners reduced its Phillips 66 (PSX) stake by 6.1% in Q2 2026, selling an estimated $25.6K and leaving 2,309 shares worth $390K. The position accounts for 0.08% of the portfolio, ranked #132.

Uniting Wealth Partners first reported a position in PSX in Q4 2024 and has held it in 7 quarters since. The position peaked at $448K in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Uniting Wealth Partners held 2,309 shares of Phillips 66 worth $390K as of Q2 2026.
  • Uniting Wealth Partners sold 149 Phillips 66 shares in Q2 2026, an estimated $25.6K.
  • Phillips 66 made up 0.08% of Uniting Wealth Partners's portfolio in Q2 2026, its #132 holding.
  • Uniting Wealth Partners first reported a position in Phillips 66 in Q4 2024 and has held it in 7 quarters since.
  • Uniting Wealth Partners's Phillips 66 position peaked at $448K in Q1 2026.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Uniting Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.