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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
Q2 		$203K Buy
1,201
+100
+9% +$17.2K 0.04% 231
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
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

WealthBridge Capital Management's PSX Position: Q2 2026 in Review

WealthBridge Capital Management increased its Phillips 66 (PSX) stake by 9.1% in Q2 2026, buying an estimated $17.2K and bringing the position to 1,201 shares worth $203K. The position accounts for 0.04% of the portfolio, ranked #231.

WealthBridge Capital Management first reported a position in PSX in Q4 2018 and has held it in 13 quarters since. The position peaked at $381K in Q3 2024. 2,106 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • WealthBridge Capital Management held 1,201 shares of Phillips 66 worth $203K as of Q2 2026.
  • WealthBridge Capital Management bought 100 Phillips 66 shares in Q2 2026, an estimated $17.2K.
  • Phillips 66 made up 0.04% of WealthBridge Capital Management's portfolio in Q2 2026, its #231 holding.
  • WealthBridge Capital Management first reported a position in Phillips 66 in Q4 2018 and has held it in 13 quarters since.
  • WealthBridge Capital Management's Phillips 66 position peaked at $381K in Q3 2024.
  • 2,106 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on WealthBridge Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.