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Wahed Invest’s Phillips 66 PSX Stock Holding History

Wahed Invest’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 		$1.8M Sell
9,884
-727
-7% -$114K 0.23% 75
2025
Q4 		$1.37M Sell
10,611
-540
-5% -$72.7K 0.18% 82
2025
Q3 		$1.52M Buy
11,151
+69
+0.6% +$8.84K 0.21% 76
2025
Q2 		$1.32M Buy
11,082
+543
+5% +$60.8K 0.2% 76
2025
Q1 		$1.3M Buy
10,539
+315
+3% +$38.8K 0.23% 71
2024
Q4 		$1.16M Buy
10,224
+65
+0.6% +$8.27K 0.19% 72
2024
Q3 		$1.34M Buy
10,159
+644
+7% +$87K 0.24% 69
2024
Q2 		$1.34M Buy
9,515
+1,099
+13% +$163K 0.27% 61
2024
Q1 		$1.37M Buy
8,416
+931
+12% +$134K 0.31% 55
2023
Q4 		$997K Buy
7,485
+140
+2% +$16.7K 0.28% 60
2023
Q3 		$883K Buy
7,345
+730
+11% +$81.9K 0.29% 59
2023
Q2 		$631K Buy
6,615
+632
+11% +$61.4K 0.22% 71
2023
Q1 		$607K Sell
5,983
-134
-2% -$13.6K 0.26% 67
2022
Q4 		$637K Buy
6,117
+573
+10% +$58.6K 0.33% 57
2022
Q3 		$448K Buy
5,544
+504
+10% +$43K 0.27% 68
2022
Q2 		$413K Sell
5,040
-458
-8% -$42.4K 0.25% 70
2022
Q1 		$475K Buy
5,498
+256
+5% +$21.5K 0.28% 80
2021
Q4 		$380K Buy
+5,242
New +$396K 0.21% 97

Other funds holding PSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wahed Invest's PSX Position: Q1 2026 in Review

Wahed Invest reduced its Phillips 66 (PSX) stake by 6.9% in Q1 2026, selling an estimated $114K and leaving 9,884 shares worth $1.8M. The position accounts for 0.23% of the portfolio, ranked #75.

Wahed Invest first reported a position in PSX in Q4 2021 and has held it in 18 quarters since. 2,119 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Wahed Invest held 9,884 shares of Phillips 66 worth $1.8M as of Q1 2026.
  • Wahed Invest sold 727 Phillips 66 shares in Q1 2026, an estimated $114K.
  • Phillips 66 made up 0.23% of Wahed Invest's portfolio in Q1 2026, its #75 holding.
  • Wahed Invest first reported a position in Phillips 66 in Q4 2021 and has held it in 18 quarters since.
  • 2,119 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Wahed Invest's 13F filing for Q1 2026, filed 13 May 2026.