WP
PSX icon

WealthShield Partners’s Phillips 66 PSX Stock Holding History

WealthShield 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 		$226K Sell
1,336
-1,439
-52% -$248K 0.03% 216
2026
Q1 		$505K Sell
2,775
-179
-6% -$28K 0.06% 242
2025
Q4 		$381K Buy
2,954
+958
+48% +$129K 0.04% 263
2025
Q3 		$272K Buy
1,996
+188
+10% +$24.1K 0.03% 294
2025
Q2 		$216K Buy
1,808
+83
+5% +$9.3K 0.03% 313
2025
Q1 		$213K Buy
+1,725
New +$213K 0.03% 307
2024
Q3 		– Sell
-1,508
Closed -$213K – 502
2024
Q2 		$213K Buy
+1,508
New +$223K 0.03% 271
2021
Q3 		– Sell
-1,140
Closed -$98K – 606
2021
Q2 		$98K Sell
1,140
-314
-22% -$26.5K 0.02% 366
2021
Q1 		$119K Buy
+1,454
New +$114K 0.02% 317

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

WealthShield Partners's PSX Position: Q2 2026 in Review

WealthShield Partners reduced its Phillips 66 (PSX) stake by 52% in Q2 2026, selling an estimated $248K and leaving 1,336 shares worth $226K. The position accounts for 0.03% of the portfolio, ranked #216.

WealthShield Partners first reported a position in PSX in Q1 2021 and has held it in 9 quarters since. The position peaked at $505K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • WealthShield Partners held 1,336 shares of Phillips 66 worth $226K as of Q2 2026.
  • WealthShield Partners sold 1,439 Phillips 66 shares in Q2 2026, an estimated $248K.
  • Phillips 66 made up 0.03% of WealthShield Partners's portfolio in Q2 2026, its #216 holding.
  • WealthShield Partners first reported a position in Phillips 66 in Q1 2021 and has held it in 9 quarters since.
  • WealthShield Partners's Phillips 66 position peaked at $505K in Q1 2026.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.