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WBH Advisory’s Phillips 66 PSX Stock Holding History

WBH 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
Q1 		$347K Buy
1,973
+200
+11% +$31.3K 0.03% 284
2025
Q4 		$229K Sell
1,773
-37
-2% -$4.98K 0.02% 328
2025
Q3 		$246K Buy
+1,810
New +$232K 0.02% 314
2024
Q1 		– Sell
-3,064
Closed -$408K – 317
2023
Q4 		$408K Buy
3,064
+63
+2% +$7.53K 0.05% 231
2023
Q3 		$361K Buy
3,001
+1
+0% +$112 0.04% 236
2023
Q2 		$286K Sell
3,000
-100
-3% -$9.72K 0.03% 257
2023
Q1 		$314K Buy
+3,100
New +$315K 0.04% 247
2022
Q3 		$266K Hold
3,298
– – 0.04% 248
2022
Q2 		$270K Sell
3,298
-99
-3% -$9.16K 0.04% 261
2022
Q1 		$296K Sell
3,397
-653
-16% -$54.9K 0.04% 259
2021
Q4 		$293K Buy
4,050
+205
+5% +$15.5K 0.03% 268
2021
Q3 		$269K Hold
3,845
– – 0.04% 255
2021
Q2 		$286K Sell
3,845
-599
-13% -$50.6K 0.04% 231
2021
Q1 		$362K Buy
4,444
+342
+8% +$26.8K 0.06% 207
2020
Q4 		$309K Sell
4,102
-789
-16% -$46.3K 0.05% 211
2020
Q3 		$254K Sell
4,891
-34
-0.7% -$2.08K 0.05% 216
2020
Q2 		$354K Sell
4,925
-49
-1% -$3.47K 0.09% 181
2020
Q1 		$266 Sell
4,974
-224
-4% -$18.2K 0.06% 191
2019
Q4 		$579K Sell
5,198
-112
-2% -$12.6K 0.12% 142
2019
Q3 		$543K Sell
5,310
-449
-8% -$45K 0.12% 146
2019
Q2 		$538K Sell
5,759
-237
-4% -$21.3K 0.12% 146
2019
Q1 		$570K Sell
5,996
-2,999
-33% -$285K 0.14% 138
2018
Q4 		$516 Buy
8,995
+2,900
+48% +$283K 0.13% 138
2018
Q3 		$687K Sell
6,095
-49
-0.8% -$5.66K 0.17% 121
2018
Q2 		$690K Sell
6,144
-1
-0% -$112 0.18% 118
2018
Q1 		$589K Buy
6,145
+1
+0% +$97 0.16% 126
2017
Q4 		$621K Sell
6,144
-149
-2% -$14.2K 0.17% 123
2017
Q3 		$576K Sell
6,293
-350
-5% -$29.6K 0.16% 125
2017
Q2 		$549K Sell
6,643
-126
-2% -$9.89K 0.15% 127
2017
Q1 		$536K Sell
6,769
-575
-8% -$46.3K 0.16% 131
2016
Q4 		$634K Sell
7,344
-161
-2% -$13.4K 0.21% 103
2016
Q3 		$604K Hold
7,505
– – 0.21% 107
2016
Q2 		$595K Sell
7,505
-525
-7% -$42.9K 0.23% 98
2016
Q1 		$695K Sell
8,030
-189
-2% -$15.4K 0.23% 83
2015
Q4 		$672 Sell
8,219
-4,086
-33% -$353K 0.23% 89
2015
Q3 		$945K Buy
12,305
+51
+0.4% +$4.05K 0.39% 62
2015
Q2 		$987K Sell
12,254
-250
-2% -$19.9K 0.39% 67
2015
Q1 		$982 Sell
12,504
-770
-6% -$56.5K 0.28% 70
2014
Q4 		$951K Sell
13,274
-287
-2% -$21.2K 0.36% 65
2014
Q3 		$1.1M Sell
13,561
-299
-2% -$24.9K 0.39% 59
2014
Q2 		$1.11M Buy
13,860
+26
+0.2% +$2.14K 0.42% 59
2014
Q1 		$1.07M Hold
13,834
– – 0.42% 58
2013
Q4 		$1.07M Buy
13,834
+48
+0.3% +$3.2K 0.43% 62
2013
Q3 		$797K Sell
13,786
-198
-1% -$11.5K 0.36% 75
2013
Q2 		$823K Buy
+13,984
New +$879K 0.38% 72

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

WBH Advisory's PSX Position: Q1 2026 in Review

WBH Advisory increased its Phillips 66 (PSX) stake by 11% in Q1 2026, buying an estimated $31.3K and bringing the position to 1,973 shares worth $347K. The position accounts for 0.03% of the portfolio, ranked #284.

WBH Advisory first reported a position in PSX in Q2 2013 and has held it in 45 quarters since. The position peaked at $1.11M in Q2 2014. 2,119 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • WBH Advisory held 1,973 shares of Phillips 66 worth $347K as of Q1 2026.
  • WBH Advisory bought 200 Phillips 66 shares in Q1 2026, an estimated $31.3K.
  • Phillips 66 made up 0.03% of WBH Advisory's portfolio in Q1 2026, its #284 holding.
  • WBH Advisory first reported a position in Phillips 66 in Q2 2013 and has held it in 45 quarters since.
  • WBH Advisory's Phillips 66 position peaked at $1.11M in Q2 2014.
  • 2,119 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.