Wedgewood Investors’s Phillips 66 PSX Stock Holding History

Wedgewood Investors’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	$566K	Hold	3,350	–	–	0.58%	49
2026 Q1	$610K	Hold	3,350	–	–	0.7%	43
2025 Q4	$432K	Hold	3,350	–	–	0.49%	54
2025 Q3	$456K	Hold	3,350	–	–	0.5%	53
2025 Q2	$400K	Hold	3,350	–	–	0.46%	56
2025 Q1	$414K	Hold	3,350	–	–	0.49%	55
2024 Q4	$382K	Sell	3,350 -50	-1%	-$6.36K	0.45%	57
2024 Q3	$447K	Hold	3,400	–	–	0.49%	53
2024 Q2	$480K	Buy	+3,400	New	+$503K	0.57%	49
2023 Q4	$453K	Hold	3,400	–	–	0.56%	53
2023 Q3	$409K	Sell	3,400 -200	-6%	-$22.4K	0.55%	55
2023 Q2	$343K	Sell	3,600 -99	-3%	-$9.62K	0.44%	68
2023 Q1	$375K	Sell	3,699 -200	-5%	-$20.3K	0.49%	62
2022 Q4	$406K	Hold	3,899	–	–	0.53%	57
2022 Q3	$315K	Hold	3,899	–	–	0.48%	58
2022 Q2	$320K	Hold	3,899	–	–	0.45%	61
2022 Q1	$337K	Hold	3,899	–	–	0.41%	72
2021 Q4	$283K	Hold	3,899	–	–	0.33%	80
2021 Q3	$273K	Hold	3,899	–	–	0.35%	75
2021 Q2	$335K	Hold	3,899	–	–	0.42%	67
2021 Q1	$318K	Sell	3,899 -250	-6%	-$19.6K	0.4%	68
2020 Q4	$290K	Sell	4,149 -50	-1%	-$2.94K	0.38%	73
2020 Q3	$218K	Hold	4,199	–	–	0.33%	78
2020 Q2	$302K	Hold	4,199	–	–	0.49%	59
2020 Q1	$225K	Sell	4,199 -350	-8%	-$28.5K	0.43%	67
2019 Q4	$507K	Sell	4,549 -50	-1%	-$5.62K	0.72%	43
2019 Q3	$471K	Hold	4,599	–	–	0.7%	43
2019 Q2	$430K	Hold	4,599	–	–	0.62%	45
2019 Q1	$438K	Hold	4,599	–	–	0.68%	44
2018 Q4	$396K	Hold	4,599	–	–	0.72%	44
2018 Q3	$518K	Sell	4,599 -50	-1%	-$5.78K	0.82%	42
2018 Q2	$522K	Sell	4,649 -40	-0.9%	-$4.5K	0.89%	38
2018 Q1	$450K	Hold	4,689	–	–	0.38%	62
2017 Q4	$474K	Hold	4,689	–	–	0.39%	60
2017 Q3	$430K	Hold	4,689	–	–	0.36%	63
2017 Q2	$388K	Sell	4,689 -25	-0.5%	-$1.96K	0.33%	69
2017 Q1	$373K	Sell	4,714 -200	-4%	-$16.1K	0.33%	68
2016 Q4	$425K	Hold	4,914	–	–	0.39%	57
2016 Q3	$396K	Hold	4,914	–	–	0.37%	61
2016 Q2	$390K	Hold	4,914	–	–	0.37%	61
2016 Q1	$426K	Hold	4,914	–	–	0.43%	55
2015 Q4	$402K	Hold	4,914	–	–	0.41%	57
2015 Q3	$378K	Hold	4,914	–	–	0.39%	60
2015 Q2	$396K	Hold	4,914	–	–	0.38%	63
2015 Q1	$386K	Sell	4,914 -250	-5%	-$18.3K	0.38%	69
2014 Q4	$370K	Hold	5,164	–	–	0.37%	69
2014 Q3	$420K	Hold	5,164	–	–	0.43%	58
2014 Q2	$415K	Hold	5,164	–	–	0.43%	62
2014 Q1	$398K	Hold	5,164	–	–	0.43%	63
2013 Q4	$398K	Hold	5,164	–	–	0.45%	64
2013 Q3	$299K	Hold	5,164	–	–	0.35%	79
2013 Q2	$304K	Buy	+5,164	New	+$324K	0.39%	71

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

Wedgewood Investors's PSX Position: Q2 2026 in Review

Wedgewood Investors held its Phillips 66 (PSX) position steady in Q2 2026 at 3,350 shares worth $566K. The position accounts for 0.58% of the portfolio, ranked #49.

Wedgewood Investors first reported a position in PSX in Q2 2013 and has held it in 52 quarters since. The position peaked at $610K in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Wedgewood Investors held 3,350 shares of Phillips 66 worth $566K as of Q2 2026.
Wedgewood Investors left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 0.58% of Wedgewood Investors's portfolio in Q2 2026, its #49 holding.
Wedgewood Investors first reported a position in Phillips 66 in Q2 2013 and has held it in 52 quarters since.
Wedgewood Investors's Phillips 66 position peaked at $610K in Q1 2026.
2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Wedgewood Investors's 13F filing for Q2 2026, filed 31 Jul 2026.