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Wealth Preservation Advisors’s Phillips 66 PSX Stock Holding History

Wealth Preservation Advisors’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 		– Sell
-801
Closed -$146K – 730
2026
Q1 		$146K Buy
801
+278
+53% +$43.6K 0.12% 83
2025
Q4 		$67.5K Sell
523
-11
-2% -$1.48K 0.03% 174
2025
Q3 		$72.6K Buy
534
+11
+2% +$1.41K 0.04% 158
2025
Q2 		$62.4K Buy
523
+6
+1% +$672 0.04% 172
2025
Q1 		$63.8K Buy
+517
New +$63.7K 0.05% 159

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 Preservation Advisors's PSX Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Phillips 66 (PSX) in Q2 2026, closing a stake of 801 shares — an estimated $146K sold.

Wealth Preservation Advisors first reported a position in PSX in Q1 2025 and held it in 5 quarters. The position peaked at $146K in Q1 2026. 2,095 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Phillips 66 position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 801 Phillips 66 shares in Q2 2026, an estimated $146K.
  • Wealth Preservation Advisors first reported a position in Phillips 66 in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's Phillips 66 position peaked at $146K in Q1 2026.
  • 2,095 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.