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Vise Technologies’s Phillips 66 PSX Stock Holding History

Vise Technologies’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 		$4.95M Buy
29,277
+8,950
+44% +$1.54M 0.06% 281
2026
Q1 		$2.62M Hold
20,327
– – 0.05% 301
2025
Q4 		$2.62M Buy
20,327
+4,758
+31% +$640K 0.05% 302
2025
Q3 		$2.12M Sell
15,569
-1,962
-11% -$251K 0.08% 241
2025
Q2 		$2.09M Buy
+17,531
New +$1.96M 0.09% 246
2024
Q4 		$1.08M Buy
9,449
+3,674
+64% +$467K 0.09% 233
2024
Q3 		$759K Buy
5,775
+2,128
+58% +$287K 0.1% 202
2024
Q2 		$515K Buy
3,647
+656
+22% +$97.1K 0.09% 218
2024
Q1 		$489K Sell
2,991
-1,014
-25% -$146K 0.1% 208
2023
Q4 		$533K Sell
4,005
-2,719
-40% -$325K 0.11% 179
2023
Q3 		$808K Buy
6,724
+801
+14% +$89.9K 0.2% 120
2023
Q2 		$565K Sell
5,923
-286
-5% -$27.8K 0.14% 162
2023
Q1 		$629K Buy
6,209
+2,253
+57% +$229K 0.17% 139
2022
Q4 		$412K Buy
+3,956
New +$405K 0.13% 180
2022
Q3 		– Sell
-4,737
Closed -$388K – 334
2022
Q2 		$388K Sell
4,737
-1,914
-29% -$177K 0.15% 161
2022
Q1 		$575K Sell
6,651
-1,866
-22% -$157K 0.22% 113
2021
Q4 		$617K Buy
+8,517
New +$644K 0.17% 83

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 $3.38T AUM 44.17% 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

Vise Technologies's PSX Position: Q2 2026 in Review

Vise Technologies increased its Phillips 66 (PSX) stake by 44% in Q2 2026, buying an estimated $1.54M and bringing the position to 29,277 shares worth $4.95M. The position accounts for 0.06% of the portfolio, ranked #281.

Vise Technologies first reported a position in PSX in Q4 2021 and has held it in 17 quarters since. 2,107 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Vise Technologies held 29,277 shares of Phillips 66 worth $4.95M as of Q2 2026.
  • Vise Technologies bought 8,950 Phillips 66 shares in Q2 2026, an estimated $1.54M.
  • Phillips 66 made up 0.06% of Vise Technologies's portfolio in Q2 2026, its #281 holding.
  • Vise Technologies first reported a position in Phillips 66 in Q4 2021 and has held it in 17 quarters since.
  • 2,107 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

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