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Wealth Management Associates’s Phillips 66 PSX Stock Holding History

Wealth Management Associates’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 		$306K Sell
1,809
-5,537
-75% -$953K 0.08% 197
2026
Q1 		$1.34M Buy
+7,346
New +$1.15M 0.46% 50
2024
Q3 		– Sell
-1,561
Closed -$220K – 219
2024
Q2 		$220K Hold
1,561
– – 0.1% 177
2024
Q1 		$220K Buy
1,561
+3
+0.2% +$432 0.1% 177
2023
Q4 		$207K Buy
+1,558
New +$186K 0.11% 187

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 Management Associates's PSX Position: Q2 2026 in Review

Wealth Management Associates reduced its Phillips 66 (PSX) stake by 75% in Q2 2026, selling an estimated $953K and leaving 1,809 shares worth $306K. The position accounts for 0.08% of the portfolio, ranked #197.

Wealth Management Associates first reported a position in PSX in Q4 2023 and has held it in 5 quarters since. The position peaked at $1.34M in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Wealth Management Associates held 1,809 shares of Phillips 66 worth $306K as of Q2 2026.
  • Wealth Management Associates sold 5,537 Phillips 66 shares in Q2 2026, an estimated $953K.
  • Phillips 66 made up 0.08% of Wealth Management Associates's portfolio in Q2 2026, its #197 holding.
  • Wealth Management Associates first reported a position in Phillips 66 in Q4 2023 and has held it in 5 quarters since.
  • Wealth Management Associates's Phillips 66 position peaked at $1.34M in Q1 2026.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.