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 Q2	$303K	Buy	1,795 +2	+0.1%	+$344	0.15%	140
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 $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

ViaWealth's PSX Position: Q2 2026 in Review

ViaWealth increased its Phillips 66 (PSX) stake by 0.11% in Q2 2026, buying an estimated $344 and bringing the position to 1,795 shares worth $303K. The position accounts for 0.15% of the portfolio, ranked #140.

ViaWealth first reported a position in PSX in Q3 2023 and has held it in 12 quarters since. The position peaked at $327K in Q1 2026. 2,106 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

ViaWealth held 1,795 shares of Phillips 66 worth $303K as of Q2 2026.
ViaWealth bought 2 Phillips 66 shares in Q2 2026, an estimated $344.
Phillips 66 made up 0.15% of ViaWealth's portfolio in Q2 2026, its #140 holding.
ViaWealth first reported a position in Phillips 66 in Q3 2023 and has held it in 12 quarters since.
ViaWealth's Phillips 66 position peaked at $327K in Q1 2026.
2,106 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on ViaWealth's 13F filing for Q2 2026, filed 11 Aug 2026.