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Wealthspire Advisors (New York)’s Phillips 66 PSX Stock Holding History

Wealthspire Advisors (New York)’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 		$1.37M Sell
7,537
-3,070
-29% -$481K 0.01% 349
2025
Q4 		$1.37M Buy
10,607
+3,021
+40% +$407K 0.01% 363
2025
Q3 		$1.03M Sell
7,586
-814
-10% -$104K 0.01% 386
2025
Q2 		$1M Sell
8,400
-12,126
-59% -$1.36M 0.01% 385
2025
Q1 		$2.53M Buy
20,526
+10,086
+97% +$1.24M 0.02% 241
2024
Q4 		$1.19M Sell
10,440
-678
-6% -$86.3K 0.01% 338
2024
Q3 		$1.46M Buy
11,118
+520
+5% +$70.2K 0.01% 304
2024
Q2 		$1.5M Sell
10,598
-770
-7% -$114K 0.02% 248
2024
Q1 		$1.86M Sell
11,368
-190
-2% -$27.4K 0.02% 213
2023
Q4 		$1.54M Buy
11,558
+1,212
+12% +$145K 0.02% 240
2023
Q3 		$1.24M Buy
10,346
+8,229
+389% +$924K 0.02% 248
2023
Q2 		$202K Sell
2,117
-1,177
-36% -$114K ﹤0.01% 529
2023
Q1 		$334K Buy
3,294
+530
+19% +$53.9K 0.01% 421
2022
Q4 		$288K Buy
+2,764
New +$283K 0.01% 465
2022
Q1 		– Sell
-3,676
Closed -$266K – 529
2021
Q4 		$266K Buy
3,676
+122
+3% +$9.22K 0.01% 446
2021
Q3 		$249K Sell
3,554
-1,599
-31% -$116K 0.01% 499
2021
Q2 		$442K Sell
5,153
-4,818
-48% -$407K 0.01% 238
2021
Q1 		$813K Buy
9,971
+1,127
+13% +$88.4K 0.02% 297
2020
Q4 		$619K Buy
+8,844
New +$519K 0.02% 270
2020
Q2 		– Sell
-11,721
Closed -$629K – 466
2020
Q1 		$629K Buy
11,721
+8,943
+322% +$728K 0.03% 261
2019
Q4 		$309K Buy
2,778
+49
+2% +$5.5K 0.02% 147
2019
Q3 		$279K Buy
+2,729
New +$274K 0.02% 126
2019
Q1 		– Sell
-480
Closed -$41K – 615
2018
Q4 		$41K Buy
+480
New +$46.9K ﹤0.01% 212

Other funds holding PSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wealthspire Advisors (New York)'s PSX Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Phillips 66 (PSX) stake by 29% in Q1 2026, selling an estimated $481K and leaving 7,537 shares worth $1.37M. The position accounts for 0.01% of the portfolio, ranked #349.

Wealthspire Advisors (New York) first reported a position in PSX in Q4 2018 and has held it in 23 quarters since. The position peaked at $2.53M in Q1 2025. 2,122 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Wealthspire Advisors (New York) held 7,537 shares of Phillips 66 worth $1.37M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 3,070 Phillips 66 shares in Q1 2026, an estimated $481K.
  • Phillips 66 made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #349 holding.
  • Wealthspire Advisors (New York) first reported a position in Phillips 66 in Q4 2018 and has held it in 23 quarters since.
  • Wealthspire Advisors (New York)'s Phillips 66 position peaked at $2.53M in Q1 2025.
  • 2,122 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.