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Vermillion & White Wealth Management Group’s Phillips 66 PSX Stock Holding History

Vermillion & White Wealth Management Group’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 		– Sell
-110
Closed -$14.2K – 403
2025
Q4 		$14.2K Hold
110
– – 0.01% 283
2025
Q3 		$15K Buy
110
+100
+1,000% +$12.8K 0.01% 288
2025
Q2 		$1.19K Buy
+10
New +$1.12K ﹤0.01% 490
2025
Q1 		– Sell
-38
Closed -$4.33K – 548
2024
Q4 		$4.33K Buy
+38
New +$4.83K ﹤0.01% 288
2024
Q2 		– Sell
-140
Closed -$22.9K – 377
2024
Q1 		$22.9K Hold
140
– – 0.02% 161
2023
Q4 		$18.6K Buy
+140
New +$16.7K 0.02% 139

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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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

Vermillion & White Wealth Management Group's PSX Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of Phillips 66 (PSX) in Q1 2026, closing a stake of 110 shares — an estimated $14.2K sold.

Vermillion & White Wealth Management Group first reported a position in PSX in Q4 2023 and held it in 6 quarters. The position peaked at $22.9K in Q1 2024. 2,128 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Vermillion & White Wealth Management Group reported no remaining Phillips 66 position as of Q1 2026 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 110 Phillips 66 shares in Q1 2026, an estimated $14.2K.
  • Vermillion & White Wealth Management Group first reported a position in Phillips 66 in Q4 2023 and held it in 6 quarters.
  • Vermillion & White Wealth Management Group's Phillips 66 position peaked at $22.9K in Q1 2024.
  • 2,128 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.