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Wealth Alliance’s Phillips 66 PSX Stock Holding History

Wealth Alliance’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 		$207K Buy
+1,222
New +$210K 0.02% 546
2025
Q2 		– Sell
-3,506
Closed -$433K – 561
2025
Q1 		$433K Buy
3,506
+453
+15% +$55.8K 0.05% 309
2024
Q4 		$348K Sell
3,053
-439
-13% -$55.8K 0.04% 339
2024
Q3 		$459K Buy
3,492
+45
+1% +$6.08K 0.05% 280
2024
Q2 		$487K Sell
3,447
-2,076
-38% -$307K 0.06% 255
2024
Q1 		$902K Buy
5,523
+322
+6% +$46.4K 0.12% 173
2023
Q4 		$692K Buy
5,201
+121
+2% +$14.5K 0.1% 203
2023
Q3 		$610K Sell
5,080
-2,259
-31% -$254K 0.1% 205
2023
Q2 		$700K Sell
7,339
-542
-7% -$52.7K 0.1% 193
2023
Q1 		$799K Buy
7,881
+47
+0.6% +$4.78K 0.13% 173
2022
Q4 		$815K Buy
7,834
+1,390
+22% +$142K 0.14% 162
2022
Q3 		$521K Buy
6,444
+126
+2% +$10.7K 0.1% 205
2022
Q2 		$518K Sell
6,318
-294
-4% -$27.2K 0.1% 210
2022
Q1 		$571K Buy
6,612
+189
+3% +$15.9K 0.12% 191
2021
Q4 		$466K Buy
6,423
+473
+8% +$35.8K 0.09% 238
2021
Q3 		$417K Sell
5,950
-505
-8% -$36.6K 0.09% 246
2021
Q2 		$554K Buy
6,455
+139
+2% +$11.7K 0.13% 179
2021
Q1 		$515K Sell
6,316
-151
-2% -$11.8K 0.14% 170
2020
Q4 		$452K Sell
6,467
-1,072
-14% -$62.9K 0.13% 183
2020
Q3 		$391K Sell
7,539
-722
-9% -$44.1K 0.14% 178
2020
Q2 		$594K Buy
8,261
+2,942
+55% +$208K 0.23% 112
2020
Q1 		$285K Buy
+5,319
New +$433K 0.15% 168

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 Alliance's PSX Position: Q2 2026 in Review

Wealth Alliance opened a new position in Phillips 66 (PSX) in Q2 2026: 1,222 shares worth $207K. The stake represents 0.02% of the portfolio and ranks #546 among its holdings. This is a return to the name: Wealth Alliance previously reported a position in PSX as recently as Q1 2025.

Wealth Alliance first reported a position in PSX in Q1 2020 and has held it in 22 quarters since. The position peaked at $902K in Q1 2024. 2,106 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Wealth Alliance held 1,222 shares of Phillips 66 worth $207K as of Q2 2026.
  • Phillips 66 was a new Wealth Alliance position in Q2 2026.
  • Phillips 66 made up 0.02% of Wealth Alliance's portfolio in Q2 2026, its #546 holding.
  • Wealth Alliance first reported a position in Phillips 66 in Q1 2020 and has held it in 22 quarters since.
  • Wealth Alliance's Phillips 66 position peaked at $902K in Q1 2024.
  • 2,106 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.