WealthBridge Capital Management’s Phillips 66 PSX Stock Holding History

WealthBridge Capital Management’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 Q1	$201K	Buy	+1,101	New	+$173K	0.05%	217
2024 Q4	–	Sell	-2,895	Closed	-$381K	–	210
2024 Q3	$381K	Buy	2,895 +838	+41%	+$113K	0.11%	133
2024 Q2	$290K	Buy	2,057 +65	+3%	+$9.62K	0.1%	136
2024 Q1	$325K	Buy	1,992 +142	+8%	+$20.5K	0.11%	126
2023 Q4	$246K	Sell	1,850 -6	-0.3%	-$717	0.09%	145
2023 Q3	$223K	Buy	+1,856	New	+$208K	0.09%	156
2023 Q2	–	Sell	-2,834	Closed	-$287K	–	198
2023 Q1	$287K	Buy	2,834 +750	+36%	+$76.3K	0.11%	147
2022 Q4	$217K	Sell	2,084 -2,304	-53%	-$236K	0.09%	181
2022 Q3	$360K	Hold	4,388	–	–	0.15%	126
2022 Q2	$360K	Buy	+4,388	New	+$406K	0.15%	126
2019 Q2	–	Sell	-955	Closed	-$82K	–	671
2019 Q1	$82K	Sell	955 -15	-2%	-$1.43K	0.05%	213
2018 Q4	$84K	Buy	+970	New	+$94.8K	0.06%	184

Other funds holding PSX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WealthBridge Capital Management's PSX Position: Q1 2026 in Review

WealthBridge Capital Management opened a new position in Phillips 66 (PSX) in Q1 2026: 1,101 shares worth $201K. The stake represents 0.05% of the portfolio and ranks #217 among its holdings. This is a return to the name: WealthBridge Capital Management previously reported a position in PSX as recently as Q3 2024.

WealthBridge Capital Management first reported a position in PSX in Q4 2018 and has held it in 12 quarters since. The position peaked at $381K in Q3 2024. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

WealthBridge Capital Management held 1,101 shares of Phillips 66 worth $201K as of Q1 2026.
Phillips 66 was a new WealthBridge Capital Management position in Q1 2026.
Phillips 66 made up 0.05% of WealthBridge Capital Management's portfolio in Q1 2026, its #217 holding.
WealthBridge Capital Management first reported a position in Phillips 66 in Q4 2018 and has held it in 12 quarters since.
WealthBridge Capital Management's Phillips 66 position peaked at $381K in Q3 2024.
2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on WealthBridge Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.