WealthCollab’s Phillips 66 PSX Stock Holding History

WealthCollab’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	$4.37K	Hold	24	–	–	﹤0.01%	712
2025 Q4	$3.1K	Hold	24	–	–	﹤0.01%	820
2025 Q3	$3.27K	Hold	24	–	–	﹤0.01%	757
2025 Q2	$2.86K	Hold	24	–	–	﹤0.01%	758
2025 Q1	$2.96K	Hold	24	–	–	﹤0.01%	716
2024 Q4	$2.73K	Hold	24	–	–	﹤0.01%	700
2024 Q3	$3.15K	Hold	24	–	–	﹤0.01%	700
2024 Q2	$3.39K	Hold	24	–	–	﹤0.01%	667
2024 Q1	$3.92K	Sell	24 -20	-45%	-$2.88K	﹤0.01%	643
2023 Q4	$5.86K	Buy	+44	New	+$5.26K	﹤0.01%	527

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

WealthCollab's PSX Position: Q1 2026 in Review

WealthCollab held its Phillips 66 (PSX) position steady in Q1 2026 at 24 shares worth $4.37K. The position accounts for ﹤0.01% of the portfolio, ranked #712.

WealthCollab first reported a position in PSX in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.86K in Q4 2023. 2,119 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

WealthCollab held 24 shares of Phillips 66 worth $4.37K as of Q1 2026.
WealthCollab left its Phillips 66 share count unchanged in Q1 2026.
Phillips 66 made up ﹤0.01% of WealthCollab's portfolio in Q1 2026, its #712 holding.
WealthCollab first reported a position in Phillips 66 in Q4 2023 and has held it in 10 quarters since.
WealthCollab's Phillips 66 position peaked at $5.86K in Q4 2023.
2,119 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on WealthCollab's 13F filing for Q1 2026, filed 13 May 2026.