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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
Q2 		$1.67M Buy
9,905
+2,368
+31% +$408K 0.01% 455
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 $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 $3.38T AUM 44.17% 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

Wealthspire Advisors (New York)'s PSX Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Phillips 66 (PSX) stake by 31% in Q2 2026, buying an estimated $408K and bringing the position to 9,905 shares worth $1.67M. The position accounts for 0.01% of the portfolio, ranked #455.

Wealthspire Advisors (New York) first reported a position in PSX in Q4 2018 and has held it in 24 quarters since. The position peaked at $2.53M in Q1 2025. 2,107 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Wealthspire Advisors (New York) held 9,905 shares of Phillips 66 worth $1.67M as of Q2 2026.
  • Wealthspire Advisors (New York) bought 2,368 Phillips 66 shares in Q2 2026, an estimated $408K.
  • Phillips 66 made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #455 holding.
  • Wealthspire Advisors (New York) first reported a position in Phillips 66 in Q4 2018 and has held it in 24 quarters since.
  • Wealthspire Advisors (New York)'s Phillips 66 position peaked at $2.53M in Q1 2025.
  • 2,107 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.