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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
Q2 		$757K Hold
4,479
– – 0.16% 80
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 		$2M Buy
21,123
+14,276
+209% +$1.12M 0.42% 68
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 $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

Wealth Advisory Solutions's PSX Position: Q2 2026 in Review

Wealth Advisory Solutions held its Phillips 66 (PSX) position steady in Q2 2026 at 4,479 shares worth $757K. The position accounts for 0.16% of the portfolio, ranked #80.

Wealth Advisory Solutions first reported a position in PSX in Q4 2019 and has held it in 24 quarters since. The position peaked at $3.23M in Q4 2022. 2,102 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Wealth Advisory Solutions held 4,479 shares of Phillips 66 worth $757K as of Q2 2026.
  • Wealth Advisory Solutions left its Phillips 66 share count unchanged in Q2 2026.
  • Phillips 66 made up 0.16% of Wealth Advisory Solutions's portfolio in Q2 2026, its #80 holding.
  • Wealth Advisory Solutions first reported a position in Phillips 66 in Q4 2019 and has held it in 24 quarters since.
  • Wealth Advisory Solutions's Phillips 66 position peaked at $3.23M in Q4 2022.
  • 2,102 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Wealth Advisory Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.