Vance Wealth’s Phillips 66 PSX Stock Holding History

Vance Wealth’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	$225K	Sell	1,332 -188	-12%	-$32.4K	0.05%	123
2026 Q1	$277K	Buy	+1,520	New	+$238K	0.08%	101

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

Vance Wealth's PSX Position: Q2 2026 in Review

Vance Wealth reduced its Phillips 66 (PSX) stake by 12% in Q2 2026, selling an estimated $32.4K and leaving 1,332 shares worth $225K. The position accounts for 0.05% of the portfolio, ranked #123.

Vance Wealth first reported a position in PSX in Q1 2026 and has held it in 2 quarters since. The position peaked at $277K in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Vance Wealth held 1,332 shares of Phillips 66 worth $225K as of Q2 2026.
Vance Wealth sold 188 Phillips 66 shares in Q2 2026, an estimated $32.4K.
Phillips 66 made up 0.05% of Vance Wealth's portfolio in Q2 2026, its #123 holding.
Vance Wealth first reported a position in Phillips 66 in Q1 2026 and has held it in 2 quarters since.
Vance Wealth's Phillips 66 position peaked at $277K in Q1 2026.
2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Vance Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.