Wealthspan Partners’s Phillips 66 PSX Stock Holding History

Wealthspan 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	$275K	Hold	1,625	–	–	0.09%	113
2026 Q1	$296K	Sell	1,625 -118	-7%	-$18.5K	0.1%	103
2025 Q4	$225K	Hold	1,743	–	–	0.08%	115
2025 Q3	$237K	Hold	1,743	–	–	0.09%	111
2025 Q2	$208K	Hold	1,743	–	–	0.09%	111
2025 Q1	$215K	Buy	+1,743	New	+$215K	0.1%	105
2024 Q4	–	Sell	-1,696	Closed	-$223K	–	114
2024 Q3	$223K	Hold	1,696	–	–	0.11%	101
2024 Q2	$239K	Buy	1,696 +15	+0.9%	+$2.22K	0.13%	89
2024 Q1	$275K	Buy	1,681 +25	+2%	+$3.6K	0.16%	81
2023 Q4	$220K	Buy	+1,656	New	+$198K	0.15%	80

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealthspan Partners's PSX Position: Q2 2026 in Review

Wealthspan Partners held its Phillips 66 (PSX) position steady in Q2 2026 at 1,625 shares worth $275K. The position accounts for 0.09% of the portfolio, ranked #113.

Wealthspan Partners first reported a position in PSX in Q4 2023 and has held it in 10 quarters since. The position peaked at $296K in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Wealthspan Partners held 1,625 shares of Phillips 66 worth $275K as of Q2 2026.
Wealthspan Partners left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 0.09% of Wealthspan Partners's portfolio in Q2 2026, its #113 holding.
Wealthspan Partners first reported a position in Phillips 66 in Q4 2023 and has held it in 10 quarters since.
Wealthspan Partners's Phillips 66 position peaked at $296K in Q1 2026.
2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Wealthspan Partners's 13F filing for Q2 2026, filed 6 Aug 2026.