WPWM
PSX icon

Western Pacific Wealth Management’s Phillips 66 PSX Stock Holding History

Western Pacific Wealth Management’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 		$16.1K Hold
95
– – 0.01% 151
2026
Q1 		$17.3K Hold
95
– – 0.02% 146
2025
Q4 		$12.3K Hold
95
– – 0.01% 139
2025
Q3 		$12.9K Hold
95
– – 0.01% 157
2025
Q2 		$11.3K Sell
95
-3,030
-97% -$339K 0.01% 165
2025
Q1 		$386K Buy
3,125
+490
+19% +$60.4K 0.35% 36
2024
Q4 		$300K Buy
2,635
+1,790
+212% +$228K 0.24% 44
2024
Q3 		$111K Hold
845
– – 0.07% 108
2024
Q2 		$119K Hold
845
– – 0.09% 79
2024
Q1 		$138K Buy
+845
New +$122K 0.1% 74
2022
Q1 		– Sell
-250
Closed -$18K – 237
2021
Q4 		$18K Buy
+250
New +$18.9K 0.01% 156

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

Western Pacific Wealth Management's PSX Position: Q2 2026 in Review

Western Pacific Wealth Management held its Phillips 66 (PSX) position steady in Q2 2026 at 95 shares worth $16.1K. The position accounts for 0.01% of the portfolio, ranked #151.

Western Pacific Wealth Management first reported a position in PSX in Q4 2021 and has held it in 11 quarters since. The position peaked at $386K in Q1 2025. 2,107 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Western Pacific Wealth Management held 95 shares of Phillips 66 worth $16.1K as of Q2 2026.
  • Western Pacific Wealth Management left its Phillips 66 share count unchanged in Q2 2026.
  • Phillips 66 made up 0.01% of Western Pacific Wealth Management's portfolio in Q2 2026, its #151 holding.
  • Western Pacific Wealth Management first reported a position in Phillips 66 in Q4 2021 and has held it in 11 quarters since.
  • Western Pacific Wealth Management's Phillips 66 position peaked at $386K in Q1 2025.
  • 2,107 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Western Pacific Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.