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Wedbush Securities’s Phillips 66 PSX Stock Holding History

Wedbush Securities’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 		$4.8M Sell
28,386
-133
-0.5% -$22.9K 0.12% 126
2026
Q1 		$5.2M Sell
28,519
-410
-1% -$64.2K 0.15% 101
2025
Q4 		$3.73M Buy
28,929
+5,988
+26% +$806K 0.11% 143
2025
Q3 		$3.12M Buy
22,941
+7,092
+45% +$909K 0.1% 145
2025
Q2 		$1.89M Buy
15,849
+410
+3% +$45.9K 0.07% 224
2025
Q1 		$1.91M Sell
15,439
-1,110
-7% -$137K 0.07% 210
2024
Q4 		$1.89M Sell
16,549
-2,367
-13% -$301K 0.07% 210
2024
Q3 		$2.49M Sell
18,916
-1,829
-9% -$247K 0.09% 161
2024
Q2 		$2.93M Buy
20,745
+727
+4% +$108K 0.1% 141
2024
Q1 		$3.27M Sell
20,018
-2,269
-10% -$327K 0.12% 131
2023
Q4 		$2.97M Buy
22,287
+551
+3% +$65.9K 0.13% 112
2023
Q3 		$2.61M Sell
21,736
-1,013
-4% -$114K 0.13% 123
2023
Q2 		$2.17M Sell
22,749
-1,405
-6% -$137K 0.1% 150
2023
Q1 		$2.45M Buy
24,154
+2,433
+11% +$247K 0.12% 134
2022
Q4 		$2.26M Buy
21,721
+243
+1% +$24.9K 0.12% 131
2022
Q3 		$1.73M Buy
21,478
+475
+2% +$40.5K 0.1% 165
2022
Q2 		$1.72M Sell
21,003
-5,458
-21% -$505K 0.09% 171
2022
Q1 		$2.29M Buy
26,461
+6,526
+33% +$549K 0.1% 153
2021
Q4 		$1.44M Buy
19,935
+1,138
+6% +$86K 0.06% 264
2021
Q3 		$1.32M Buy
18,797
+787
+4% +$57K 0.06% 290
2021
Q2 		$1.55M Buy
18,010
+1,136
+7% +$95.9K 0.07% 249
2021
Q1 		$1.38M Buy
16,874
+3,539
+27% +$278K 0.08% 247
2020
Q4 		$933K Buy
13,335
+1,826
+16% +$107K 0.08% 258
2020
Q3 		$597K Buy
11,509
+30
+0.3% +$1.83K 0.06% 367
2020
Q2 		$825K Sell
11,479
-1,332
-10% -$94.3K 0.08% 266
2020
Q1 		$687K Sell
12,811
-1,718
-12% -$140K 0.08% 275
2019
Q4 		$1.62M Buy
14,529
+592
+4% +$66.5K 0.14% 163
2019
Q3 		$1.43M Sell
13,937
-265
-2% -$26.6K 0.14% 170
2019
Q2 		$1.33M Sell
14,202
-896
-6% -$80.4K 0.13% 175
2019
Q1 		$1.44M Sell
15,098
-351
-2% -$33.4K 0.15% 159
2018
Q4 		$1.33M Buy
15,449
+1,819
+13% +$178K 0.17% 144
2018
Q3 		$1.54M Sell
13,630
-25
-0.2% -$2.89K 0.17% 127
2018
Q2 		$1.53M Buy
13,655
+517
+4% +$58.1K 0.19% 121
2018
Q1 		$1.26M Buy
13,138
+2,076
+19% +$202K 0.16% 140
2017
Q4 		$1.12M Buy
11,062
+293
+3% +$27.9K 0.14% 173
2017
Q3 		$987K Sell
10,769
-183
-2% -$15.5K 0.13% 178
2017
Q2 		$906K Sell
10,952
-971
-8% -$76.2K 0.12% 212
2017
Q1 		$945K Sell
11,923
-43
-0.4% -$3.46K 0.13% 189
2016
Q4 		$1.03M Sell
11,966
-131
-1% -$10.9K 0.15% 154
2016
Q3 		$974K Buy
12,097
+1,828
+18% +$142K 0.15% 152
2016
Q2 		$815K Buy
10,269
+1,125
+12% +$91.9K 0.13% 161
2016
Q1 		$792K Buy
9,144
+725
+9% +$58.9K 0.14% 163
2015
Q4 		$689K Buy
8,419
+307
+4% +$26.5K 0.12% 183
2015
Q3 		$623K Buy
8,112
+1,016
+14% +$80.7K 0.13% 187
2015
Q2 		$572K Buy
7,096
+400
+6% +$31.8K 0.11% 233
2015
Q1 		$526K Sell
6,696
-941
-12% -$69.1K 0.09% 267
2014
Q4 		$548K Sell
7,637
-729
-9% -$53.8K 0.08% 244
2014
Q3 		$680K Buy
8,366
+428
+5% +$35.6K 0.11% 193
2014
Q2 		$638K Sell
7,938
-4,267
-35% -$351K 0.1% 209
2014
Q1 		$941K Buy
12,205
+3,996
+49% +$304K 0.16% 138
2013
Q4 		$633K Sell
8,209
-182
-2% -$12.1K 0.15% 161
2013
Q3 		$485K Sell
8,391
-110
-1% -$6.38K 0.13% 191
2013
Q2 		$501K Buy
+8,501
New +$534K 0.14% 176

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 $3.37T AUM 44.26% 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

Wedbush Securities's PSX Position: Q2 2026 in Review

Wedbush Securities reduced its Phillips 66 (PSX) stake by 0.47% in Q2 2026, selling an estimated $22.9K and leaving 28,386 shares worth $4.8M. The position accounts for 0.12% of the portfolio, ranked #126.

Wedbush Securities first reported a position in PSX in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.2M in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Wedbush Securities held 28,386 shares of Phillips 66 worth $4.8M as of Q2 2026.
  • Wedbush Securities sold 133 Phillips 66 shares in Q2 2026, an estimated $22.9K.
  • Phillips 66 made up 0.12% of Wedbush Securities's portfolio in Q2 2026, its #126 holding.
  • Wedbush Securities first reported a position in Phillips 66 in Q2 2013 and has held it in 53 quarters since.
  • Wedbush Securities's Phillips 66 position peaked at $5.2M in Q1 2026.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.