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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
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 $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

Western Pacific Wealth Management's PSX Position: Q1 2026 in Review

Western Pacific Wealth Management held its Phillips 66 (PSX) position steady in Q1 2026 at 95 shares worth $17.3K. The position accounts for 0.02% of the portfolio, ranked #146.

Western Pacific Wealth Management first reported a position in PSX in Q4 2021 and has held it in 10 quarters since. The position peaked at $386K in Q1 2025. 2,118 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Western Pacific Wealth Management held 95 shares of Phillips 66 worth $17.3K as of Q1 2026.
  • Western Pacific Wealth Management left its Phillips 66 share count unchanged in Q1 2026.
  • Phillips 66 made up 0.02% of Western Pacific Wealth Management's portfolio in Q1 2026, its #146 holding.
  • Western Pacific Wealth Management first reported a position in Phillips 66 in Q4 2021 and has held it in 10 quarters since.
  • Western Pacific Wealth Management's Phillips 66 position peaked at $386K in Q1 2025.
  • 2,118 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Western Pacific Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.