WBI Investments’s Phillips 66 PSX Stock Holding History

WBI Investments’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	$343K	Sell	2,030 -903	-31%	-$155K	0.09%	227
2026 Q1	$534K	Buy	+2,933	New	+$460K	0.15%	182
2023 Q4	–	Sell	-2,423	Closed	-$291K	–	231
2023 Q3	$291K	Buy	+2,423	New	+$272K	0.06%	169
2023 Q2	–	Sell	-33,454	Closed	-$3.39M	–	221
2023 Q1	$3.39M	Buy	33,454 +8,609	+35%	+$875K	0.68%	35
2022 Q4	$2.59M	Sell	24,845 -19,970	-45%	-$2.04M	0.55%	49
2022 Q3	$3.62M	Buy	44,815 +3,764	+9%	+$321K	1.05%	20
2022 Q2	$3.37M	Buy	41,051 +30,026	+272%	+$2.78M	0.73%	35
2022 Q1	$952K	Buy	+11,025	New	+$928K	0.15%	114
2020 Q3	–	Sell	-8,008	Closed	-$576K	–	145
2020 Q2	$576K	Buy	+8,008	New	+$567K	0.09%	75
2018 Q3	–	Sell	-74,048	Closed	-$8.32M	–	321
2018 Q2	$8.32M	Buy	+74,048	New	+$8.32M	0.44%	54

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WBI Investments's PSX Position: Q2 2026 in Review

WBI Investments reduced its Phillips 66 (PSX) stake by 31% in Q2 2026, selling an estimated $155K and leaving 2,030 shares worth $343K. The position accounts for 0.09% of the portfolio, ranked #227.

WBI Investments first reported a position in PSX in Q2 2018 and has held it in 10 quarters since. The position peaked at $8.32M in Q2 2018. 2,100 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

WBI Investments held 2,030 shares of Phillips 66 worth $343K as of Q2 2026.
WBI Investments sold 903 Phillips 66 shares in Q2 2026, an estimated $155K.
Phillips 66 made up 0.09% of WBI Investments's portfolio in Q2 2026, its #227 holding.
WBI Investments first reported a position in Phillips 66 in Q2 2018 and has held it in 10 quarters since.
WBI Investments's Phillips 66 position peaked at $8.32M in Q2 2018.
2,100 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on WBI Investments's 13F filing for Q2 2026, filed 11 Aug 2026.