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Valley Wealth Managers’s Phillips 66 PSX Stock Holding History

Valley Wealth Managers’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 		$84.5K Hold
500
– – ﹤0.01% 199
2026
Q1 		$91.1K Hold
500
– – 0.01% 187
2025
Q4 		$64.5K Hold
500
– – ﹤0.01% 205
2025
Q3 		$68K Buy
500
+400
+400% +$51.2K ﹤0.01% 194
2025
Q2 		$11.9K Sell
100
-75
-43% -$8.4K ﹤0.01% 238
2025
Q1 		$21.6K Hold
175
– – ﹤0.01% 244
2024
Q4 		$19.9K Hold
175
– – ﹤0.01% 261
2024
Q3 		$23K Buy
175
+75
+75% +$10.1K ﹤0.01% 262
2024
Q2 		$14.1K Hold
100
– – ﹤0.01% 278
2024
Q1 		$16.3K Sell
100
-75
-43% -$10.8K ﹤0.01% 251
2023
Q4 		$23.3K Hold
175
– – ﹤0.01% 241
2023
Q3 		$21K Hold
175
– – ﹤0.01% 252
2023
Q2 		$16.7K Hold
175
– – ﹤0.01% 256
2023
Q1 		$17.7K Sell
175
-25
-13% -$2.54K ﹤0.01% 262
2022
Q4 		$20.8K Sell
200
-125
-38% -$12.8K ﹤0.01% 265
2022
Q3 		$26K Buy
325
+125
+63% +$10.7K ﹤0.01% 274
2022
Q2 		$16K Buy
+200
New +$18.5K ﹤0.01% 307
2018
Q4 		– Sell
-13,142
Closed -$1.48M – 172
2018
Q3 		$1.48M Buy
+13,142
New +$1.52M 0.18% 81
2017
Q3 		– Sell
-2,918
Closed -$241K – 128
2017
Q2 		$241K Sell
2,918
-2,163
-43% -$170K 0.03% 118
2017
Q1 		$403K Sell
5,081
-2,549
-33% -$205K 0.05% 108
2016
Q4 		$659K Sell
7,630
-1,124
-13% -$93.4K 0.09% 97
2016
Q3 		$705K Buy
8,754
+1,060
+14% +$82.4K 0.1% 95
2016
Q2 		$611K Buy
7,694
+3,486
+83% +$285K 0.09% 95
2016
Q1 		$364K Buy
+4,208
New +$342K 0.06% 90
2014
Q4 		– Sell
-2,650
Closed -$215K – 110
2014
Q3 		$215K Buy
+2,650
New +$221K 0.04% 99
2013
Q3 		– Sell
-46,004
Closed -$2.71M – 104
2013
Q2 		$2.71M Buy
+46,004
New +$2.89M 0.61% 46

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

Valley Wealth Managers's PSX Position: Q2 2026 in Review

Valley Wealth Managers held its Phillips 66 (PSX) position steady in Q2 2026 at 500 shares worth $84.5K. The position accounts for ﹤0.01% of the portfolio, ranked #199.

Valley Wealth Managers first reported a position in PSX in Q2 2013 and has held it in 26 quarters since. The position peaked at $2.71M in Q2 2013. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Valley Wealth Managers held 500 shares of Phillips 66 worth $84.5K as of Q2 2026.
  • Valley Wealth Managers left its Phillips 66 share count unchanged in Q2 2026.
  • Phillips 66 made up ﹤0.01% of Valley Wealth Managers's portfolio in Q2 2026, its #199 holding.
  • Valley Wealth Managers first reported a position in Phillips 66 in Q2 2013 and has held it in 26 quarters since.
  • Valley Wealth Managers's Phillips 66 position peaked at $2.71M in Q2 2013.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.