ViaWealth’s Phillips 66 PSX Stock Holding History

ViaWealth’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	$327K	Buy	1,793 +1	+0.1%	+$157	0.18%	129
2025 Q4	$231K	Buy	1,792 +1	+0.1%	+$135	0.13%	140
2025 Q3	$244K	Hold	1,791	–	–	0.13%	143
2025 Q2	$214K	Hold	1,791	–	–	0.13%	142
2025 Q1	$221K	Hold	1,791	–	–	0.14%	145
2024 Q4	$204K	Hold	1,791	–	–	0.12%	142
2024 Q3	$235K	Hold	1,791	–	–	0.14%	140
2024 Q2	$253K	Buy	1,791 +2	+0.1%	+$296	0.16%	141
2024 Q1	$292K	Buy	1,789 +2	+0.1%	+$288	0.18%	131
2023 Q4	$238K	Buy	1,787 +2	+0.1%	+$239	0.16%	140
2023 Q3	$214K	Buy	+1,785	New	+$200K	0.16%	147

Other funds holding PSX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

ViaWealth's PSX Position: Q1 2026 in Review

ViaWealth increased its Phillips 66 (PSX) stake by 0.06% in Q1 2026, buying an estimated $157 and bringing the position to 1,793 shares worth $327K. The position accounts for 0.18% of the portfolio, ranked #129.

ViaWealth first reported a position in PSX in Q3 2023 and has held it in 11 quarters since. 2,119 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

ViaWealth held 1,793 shares of Phillips 66 worth $327K as of Q1 2026.
ViaWealth bought 1 Phillips 66 share in Q1 2026, an estimated $157.
Phillips 66 made up 0.18% of ViaWealth's portfolio in Q1 2026, its #129 holding.
ViaWealth first reported a position in Phillips 66 in Q3 2023 and has held it in 11 quarters since.
2,119 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on ViaWealth's 13F filing for Q1 2026, filed 11 May 2026.