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Waypoint Wealth Counsel’s Phillips 66 PSX Stock Holding History

Waypoint Wealth Counsel’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 		$394K Sell
2,330
-1,126
-33% -$194K 0.25% 68
2026
Q1 		$630K Sell
3,456
-892
-21% -$140K 0.33% 56
2025
Q4 		$561K Buy
4,348
+549
+14% +$73.9K 0.21% 92
2025
Q3 		$517K Buy
+3,799
New +$487K 0.2% 93

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

Waypoint Wealth Counsel's PSX Position: Q2 2026 in Review

Waypoint Wealth Counsel reduced its Phillips 66 (PSX) stake by 33% in Q2 2026, selling an estimated $194K and leaving 2,330 shares worth $394K. The position accounts for 0.25% of the portfolio, ranked #68.

Waypoint Wealth Counsel first reported a position in PSX in Q3 2025 and has held it in 4 quarters since. The position peaked at $630K in Q1 2026. 2,100 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Waypoint Wealth Counsel held 2,330 shares of Phillips 66 worth $394K as of Q2 2026.
  • Waypoint Wealth Counsel sold 1,126 Phillips 66 shares in Q2 2026, an estimated $194K.
  • Phillips 66 made up 0.25% of Waypoint Wealth Counsel's portfolio in Q2 2026, its #68 holding.
  • Waypoint Wealth Counsel first reported a position in Phillips 66 in Q3 2025 and has held it in 4 quarters since.
  • Waypoint Wealth Counsel's Phillips 66 position peaked at $630K in Q1 2026.
  • 2,100 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.