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Wealthcare Capital Partners’s Phillips 66 PSX Stock Holding History

Wealthcare Capital Partners’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 		$277K Buy
1,638
+29
+2% +$4.99K 0.11% 139
2026
Q1 		$293K Buy
1,609
+12
+0.8% +$1.88K 0.14% 123
2025
Q4 		$206K Buy
1,597
+12
+0.8% +$1.61K 0.1% 146
2025
Q3 		$216K Buy
+1,585
New +$203K 0.1% 137
2025
Q2 		– Sell
-1,784
Closed -$220K – 147
2025
Q1 		$220K Buy
+1,784
New +$220K 0.11% 119

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

Wealthcare Capital Partners's PSX Position: Q2 2026 in Review

Wealthcare Capital Partners increased its Phillips 66 (PSX) stake by 1.8% in Q2 2026, buying an estimated $4.99K and bringing the position to 1,638 shares worth $277K. The position accounts for 0.11% of the portfolio, ranked #139.

Wealthcare Capital Partners first reported a position in PSX in Q1 2025 and has held it in 5 quarters since. The position peaked at $293K in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Wealthcare Capital Partners held 1,638 shares of Phillips 66 worth $277K as of Q2 2026.
  • Wealthcare Capital Partners bought 29 Phillips 66 shares in Q2 2026, an estimated $4.99K.
  • Phillips 66 made up 0.11% of Wealthcare Capital Partners's portfolio in Q2 2026, its #139 holding.
  • Wealthcare Capital Partners first reported a position in Phillips 66 in Q1 2025 and has held it in 5 quarters since.
  • Wealthcare Capital Partners's Phillips 66 position peaked at $293K in Q1 2026.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Wealthcare Capital Partners's 13F filing for Q2 2026, filed 9 Jul 2026.