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VSM Wealth Advisory’s Phillips 66 PSX Stock Holding History

VSM Wealth Advisory’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 		$141K Buy
833
+1
+0.1% +$172 0.04% 132
2026
Q1 		$152K Sell
832
-470
-36% -$73.6K 0.05% 125
2025
Q4 		$168K Buy
1,302
+472
+57% +$63.5K 0.05% 116
2025
Q3 		$113K Buy
830
+1
+0.1% +$128 0.04% 121
2025
Q2 		$98.9K Hold
829
– – 0.03% 139
2025
Q1 		$102K Buy
+829
New +$102K 0.04% 125

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
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

VSM Wealth Advisory's PSX Position: Q2 2026 in Review

VSM Wealth Advisory increased its Phillips 66 (PSX) stake by 0.12% in Q2 2026, buying an estimated $172 and bringing the position to 833 shares worth $141K. The position accounts for 0.04% of the portfolio, ranked #132.

VSM Wealth Advisory first reported a position in PSX in Q1 2025 and has held it in 6 quarters since. The position peaked at $168K in Q4 2025. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • VSM Wealth Advisory held 833 shares of Phillips 66 worth $141K as of Q2 2026.
  • VSM Wealth Advisory bought 1 Phillips 66 share in Q2 2026, an estimated $172.
  • Phillips 66 made up 0.04% of VSM Wealth Advisory's portfolio in Q2 2026, its #132 holding.
  • VSM Wealth Advisory first reported a position in Phillips 66 in Q1 2025 and has held it in 6 quarters since.
  • VSM Wealth Advisory's Phillips 66 position peaked at $168K in Q4 2025.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.