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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
Q2 		$1.61M Sell
9,541
-343
-3% -$59K 0.17% 82
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 $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

Wahed Invest's PSX Position: Q2 2026 in Review

Wahed Invest reduced its Phillips 66 (PSX) stake by 3.5% in Q2 2026, selling an estimated $59K and leaving 9,541 shares worth $1.61M. The position accounts for 0.17% of the portfolio, ranked #82.

Wahed Invest first reported a position in PSX in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.8M in Q1 2026. 2,108 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Wahed Invest held 9,541 shares of Phillips 66 worth $1.61M as of Q2 2026.
  • Wahed Invest sold 343 Phillips 66 shares in Q2 2026, an estimated $59K.
  • Phillips 66 made up 0.17% of Wahed Invest's portfolio in Q2 2026, its #82 holding.
  • Wahed Invest first reported a position in Phillips 66 in Q4 2021 and has held it in 19 quarters since.
  • Wahed Invest's Phillips 66 position peaked at $1.8M in Q1 2026.
  • 2,108 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

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