WealthTrust Axiom’s Phillips 66 PSX Stock Holding History

WealthTrust Axiom’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	$1.18M	Buy	6,969 +89	+1%	+$15.3K	0.26%	82
2026 Q1	$1.25M	Buy	6,880 +28	+0.4%	+$4.39K	0.31%	73
2025 Q4	$884K	Buy	6,852 +4	+0.1%	+$538	0.23%	92
2025 Q3	$931K	Sell	6,848 -374	-5%	-$47.9K	0.25%	85
2025 Q2	$862K	Sell	7,222 -19	-0.3%	-$2.13K	0.25%	83
2025 Q1	$894K	Buy	7,241 +81	+1%	+$9.98K	0.27%	79
2024 Q4	$816K	Buy	7,160 +206	+3%	+$26.2K	0.24%	86
2024 Q3	$914K	Sell	6,954 -132	-2%	-$17.8K	0.27%	84
2024 Q2	$1M	Sell	7,086 -363	-5%	-$53.7K	0.33%	71
2024 Q1	$1.22M	Buy	7,449 +4	+0.1%	+$576	0.39%	63
2023 Q4	$991K	Sell	7,445 -195	-3%	-$23.3K	0.33%	67
2023 Q3	$918K	Buy	7,640 +4	+0.1%	+$449	0.33%	66
2023 Q2	$728K	Buy	7,636 +6	+0.1%	+$583	0.24%	91
2023 Q1	$774K	Buy	7,630 +5	+0.1%	+$508	0.26%	84
2022 Q4	$794K	Sell	7,625 -167	-2%	-$17.1K	0.28%	81
2022 Q3	$629K	Buy	7,792 +9	+0.1%	+$767	0.24%	90
2022 Q2	$638K	Buy	7,783 +9	+0.1%	+$833	0.23%	95
2022 Q1	$671K	Sell	7,774 -38	-0.5%	-$3.2K	0.21%	101
2021 Q4	$566K	Sell	7,812 -126	-2%	-$9.52K	0.18%	115
2021 Q3	$555K	Sell	7,938 -121	-2%	-$8.76K	0.19%	112
2021 Q2	$691K	Sell	8,059 -614	-7%	-$51.8K	0.22%	99
2021 Q1	$707K	Sell	8,673 -493	-5%	-$38.7K	0.24%	95
2020 Q4	$641K	Buy	9,166 +250	+3%	+$14.7K	0.23%	93
2020 Q3	$462K	Buy	8,916 +127	+1%	+$7.75K	0.2%	101
2020 Q2	$631K	Sell	8,789 -380	-4%	-$26.9K	0.28%	81
2020 Q1	$491K	Buy	9,169 +6,474	+240%	+$527K	0.24%	87
2019 Q4	$300K	Buy	2,695 +3	+0.1%	+$337	0.1%	153
2019 Q3	$275K	Sell	2,692 -247	-8%	-$24.8K	0.1%	161
2019 Q2	$274K	Sell	2,939 -106	-3%	-$9.51K	0.1%	163
2019 Q1	$289K	Sell	3,045 -13	-0.4%	-$1.24K	0.1%	153
2018 Q4	$263K	Buy	3,058 +3	+0.1%	+$293	0.11%	155
2018 Q3	$344K	Buy	3,055 +3	+0.1%	+$347	0.12%	138
2018 Q2	$342K	Buy	3,052 +2	+0.1%	+$225	0.12%	141
2018 Q1	$292K	Sell	3,050 -55	-2%	-$5.35K	0.11%	167
2017 Q4	$314K	Sell	3,105 -47	-1%	-$4.47K	0.12%	153
2017 Q3	$288K	Sell	3,152 -396	-11%	-$33.5K	0.11%	164
2017 Q2	$293K	Sell	3,548 -96	-3%	-$7.54K	0.11%	163
2017 Q1	$288K	Buy	3,644 +4	+0.1%	+$322	0.11%	163
2016 Q4	$314K	Sell	3,640 -17	-0.5%	-$1.41K	0.11%	151
2016 Q3	$294K	Buy	3,657 +3	+0.1%	+$233	0.11%	150
2016 Q2	$289K	Buy	3,654 +25	+0.7%	+$2.04K	0.11%	150
2016 Q1	$314K	Sell	3,629 -1,047	-22%	-$85.1K	0.12%	140
2015 Q4	$382K	Sell	4,676 -6	-0.1%	-$518	0.15%	120
2015 Q3	$359K	Buy	4,682 +4	+0.1%	+$318	0.15%	116
2015 Q2	$376K	Sell	4,678 -25	-0.5%	-$1.99K	0.14%	120
2015 Q1	$369K	Buy	4,703 +167	+4%	+$12.3K	0.13%	130
2014 Q4	$325K	Buy	4,536 +401	+10%	+$29.6K	0.12%	140
2014 Q3	$336K	Buy	4,135 +2	+0%	+$166	0.12%	133
2014 Q2	$332K	Buy	4,133 +2	+0%	+$165	0.11%	133
2014 Q1	$318K	Buy	4,131 +1	+0%	+$76	0.11%	128
2013 Q4	$318K	Sell	4,130 -198	-5%	-$13.2K	0.12%	119
2013 Q3	$250K	Sell	4,328 -377	-8%	-$21.9K	0.1%	135
2013 Q2	$277K	Buy	+4,705	New	+$296K	0.12%	129

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

WealthTrust Axiom's PSX Position: Q2 2026 in Review

WealthTrust Axiom increased its Phillips 66 (PSX) stake by 1.3% in Q2 2026, buying an estimated $15.3K and bringing the position to 6,969 shares worth $1.18M. The position accounts for 0.26% of the portfolio, ranked #82.

WealthTrust Axiom first reported a position in PSX in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.25M in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

WealthTrust Axiom held 6,969 shares of Phillips 66 worth $1.18M as of Q2 2026.
WealthTrust Axiom bought 89 Phillips 66 shares in Q2 2026, an estimated $15.3K.
Phillips 66 made up 0.26% of WealthTrust Axiom's portfolio in Q2 2026, its #82 holding.
WealthTrust Axiom first reported a position in Phillips 66 in Q2 2013 and has held it in 53 quarters since.
WealthTrust Axiom's Phillips 66 position peaked at $1.25M in Q1 2026.
2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on WealthTrust Axiom's 13F filing for Q2 2026, filed 11 Aug 2026.