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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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealth Alliance's PSX Position: Q2 2025 in Review

Wealth Alliance sold out of Phillips 66 (PSX) in Q2 2025, closing a stake of 3,506 shares — an estimated $433K sold.

Wealth Alliance first reported a position in PSX in Q1 2020 and held it in 21 quarters. The position peaked at $902K in Q1 2024. 1,763 funds tracked by Wall St. Rank hold PSX as of Q2 2025.

  • Wealth Alliance reported no remaining Phillips 66 position as of Q2 2025 after selling out during the quarter.
  • Wealth Alliance sold 3,506 Phillips 66 shares in Q2 2025, an estimated $433K.
  • Wealth Alliance first reported a position in Phillips 66 in Q1 2020 and held it in 21 quarters.
  • Wealth Alliance's Phillips 66 position peaked at $902K in Q1 2024.
  • 1,763 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2025.

Based on Wealth Alliance's 13F filing for Q2 2025, filed 8 Aug 2025.