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Weaver Consulting Group’s Phillips 66 PSX Stock Holding History

Weaver Consulting Group’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 		$492K Sell
2,701
-475
-15% -$74.4K 0.12% 148
2025
Q4 		$410K Hold
3,176
– – 0.1% 162
2025
Q3 		$432K Sell
3,176
-183
-5% -$23.4K 0.11% 149
2025
Q2 		$401K Sell
3,359
-318
-9% -$35.6K 0.11% 145
2025
Q1 		$454K Sell
3,677
-35
-0.9% -$4.31K 0.14% 130
2024
Q4 		$423K Sell
3,712
-10
-0.3% -$1.27K 0.13% 128
2024
Q3 		$489K Sell
3,722
-900
-19% -$122K 0.16% 115
2024
Q2 		$652K Sell
4,622
-400
-8% -$59.2K 0.23% 85
2024
Q1 		$820K Hold
5,022
– – 0.3% 72
2023
Q4 		$669K Sell
5,022
-50
-1% -$5.98K 0.27% 71
2023
Q3 		$609K Sell
5,072
-25
-0.5% -$2.81K 0.28% 66
2023
Q2 		$486K Buy
5,097
+2
+0% +$194 0.21% 83
2023
Q1 		$517K Hold
5,095
– – 0.24% 75
2022
Q4 		$530K Sell
5,095
-100
-2% -$10.2K 0.27% 69
2022
Q3 		$419K Buy
5,195
+1
+0% +$85 0.24% 83
2022
Q2 		$426K Sell
5,194
-305
-6% -$28.2K 0.24% 85
2022
Q1 		$475K Hold
5,499
– – 0.23% 81
2021
Q4 		$398K Buy
5,499
+50
+0.9% +$3.78K 0.19% 97
2021
Q3 		$382K Buy
5,449
+62
+1% +$4.49K 0.21% 95
2021
Q2 		$462K Sell
5,387
-424
-7% -$35.8K 0.26% 77
2021
Q1 		$474K Hold
5,811
– – 0.29% 67
2020
Q4 		$406K Buy
5,811
+5,000
+617% +$294K 0.25% 78
2020
Q3 		$42K Hold
811
– – 0.02% 287
2020
Q2 		$58K Hold
811
– – 0.03% 242
2020
Q1 		$44K Sell
811
-250
-24% -$20.3K 0.03% 237
2019
Q4 		$109K Buy
1,061
+200
+23% +$22.5K 0.06% 163
2019
Q3 		$89K Sell
861
-50
-5% -$5.01K 0.05% 171
2019
Q2 		$85K Hold
911
– – 0.05% 166
2019
Q1 		$78K Buy
+911
New +$86.6K 0.02% 374

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 $544B AUM 28.31% 1-Year Est. Return

Weaver Consulting Group's PSX Position: Q1 2026 in Review

Weaver Consulting Group reduced its Phillips 66 (PSX) stake by 15% in Q1 2026, selling an estimated $74.4K and leaving 2,701 shares worth $492K. The position accounts for 0.12% of the portfolio, ranked #148.

Weaver Consulting Group first reported a position in PSX in Q1 2019 and has held it in 29 quarters since. The position peaked at $820K in Q1 2024. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Weaver Consulting Group held 2,701 shares of Phillips 66 worth $492K as of Q1 2026.
  • Weaver Consulting Group sold 475 Phillips 66 shares in Q1 2026, an estimated $74.4K.
  • Phillips 66 made up 0.12% of Weaver Consulting Group's portfolio in Q1 2026, its #148 holding.
  • Weaver Consulting Group first reported a position in Phillips 66 in Q1 2019 and has held it in 29 quarters since.
  • Weaver Consulting Group's Phillips 66 position peaked at $820K in Q1 2024.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Weaver Consulting Group's 13F filing for Q1 2026, filed 15 May 2026.