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Wealth Advisory Solutions’s Phillips 66 PSX Stock Holding History

Wealth Advisory Solutions’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 		$816K Hold
4,479
– – 0.18% 79
2025
Q4 		$578K Sell
4,479
-1,590
-26% -$214K 0.13% 82
2025
Q3 		$826K Sell
6,069
-40
-0.7% -$5.13K 0.2% 78
2025
Q2 		$729K Buy
6,109
+30
+0.5% +$3.36K 0.18% 79
2025
Q1 		$751K Sell
6,079
-2
-0% -$246 0.2% 76
2024
Q4 		$693K Sell
6,081
-836
-12% -$106K 0.19% 70
2024
Q3 		$909K Buy
6,917
+889
+15% +$120K 0.25% 63
2024
Q2 		$851K Hold
6,028
– – 0.23% 65
2024
Q1 		$985K Buy
+6,028
New +$869K 0.26% 66
2023
Q4 		– Sell
-6,105
Closed -$734K – 102
2023
Q3 		$734K Buy
+6,105
New +$685K 0.14% 84
2023
Q2 		– Sell
-8,199
Closed -$831K – 122
2023
Q1 		$831K Sell
8,199
-22,832
-74% -$2.32M 0.22% 74
2022
Q4 		$3.23M Sell
31,031
-1,545
-5% -$158K 0.87% 34
2022
Q3 		$2.63M Buy
32,576
+1,106
+4% +$94.3K 0.73% 43
2022
Q2 		$2.58M Buy
31,470
+747
+2% +$69.1K 0.63% 52
2022
Q1 		$2.65M Buy
+30,723
New +$2.58M 0.55% 52
2021
Q3 		$1.54M Buy
21,965
+1,072
+5% +$77.6K 0.34% 69
2021
Q2 		$1.79M Sell
20,893
-230
-1% -$19.4K 0.43% 65
2021
Q1 		$2K Buy
21,123
+14,276
+209% +$1.12M ﹤0.01% 111
2020
Q4 		$478K Buy
6,847
+156
+2% +$9.16K 0.13% 99
2020
Q3 		$346K Sell
6,691
-3,947
-37% -$241K 0.09% 131
2020
Q2 		$764K Buy
10,638
+68
+0.6% +$4.81K 0.21% 89
2020
Q1 		$567K Buy
10,570
+5,380
+104% +$438K 0.19% 96
2019
Q4 		$578K Buy
+5,190
New +$583K 0.15% 109

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

Wealth Advisory Solutions's PSX Position: Q1 2026 in Review

Wealth Advisory Solutions held its Phillips 66 (PSX) position steady in Q1 2026 at 4,479 shares worth $816K. The position accounts for 0.18% of the portfolio, ranked #79.

Wealth Advisory Solutions first reported a position in PSX in Q4 2019 and has held it in 23 quarters since. The position peaked at $3.23M in Q4 2022. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Wealth Advisory Solutions held 4,479 shares of Phillips 66 worth $816K as of Q1 2026.
  • Wealth Advisory Solutions left its Phillips 66 share count unchanged in Q1 2026.
  • Phillips 66 made up 0.18% of Wealth Advisory Solutions's portfolio in Q1 2026, its #79 holding.
  • Wealth Advisory Solutions first reported a position in Phillips 66 in Q4 2019 and has held it in 23 quarters since.
  • Wealth Advisory Solutions's Phillips 66 position peaked at $3.23M in Q4 2022.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Wealth Advisory Solutions's 13F filing for Q1 2026, filed 22 Apr 2026.