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

Western 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 		$2.56M Sell
15,166
-36
-0.2% -$6.2K 0.08% 250
2026
Q1 		$2.77M Buy
15,202
+10,826
+247% +$1.7M 0.11% 213
2025
Q4 		$565K Buy
4,376
+276
+7% +$37.1K 0.03% 487
2025
Q3 		$558K Buy
4,100
+7
+0.2% +$897 0.03% 422
2025
Q2 		$488K Sell
4,093
-166
-4% -$18.6K 0.03% 420
2025
Q1 		$526K Sell
4,259
-239
-5% -$29.5K 0.03% 376
2024
Q4 		$512K Sell
4,498
-9,882
-69% -$1.26M 0.03% 377
2024
Q3 		$1.89M Buy
14,380
+10,312
+253% +$1.39M 0.11% 196
2024
Q2 		$574K Buy
4,068
+39
+1% +$5.77K 0.04% 334
2024
Q1 		$658K Sell
4,029
-11,347
-74% -$1.64M 0.05% 305
2023
Q4 		$2.05M Sell
15,376
-319
-2% -$38.1K 0.15% 147
2023
Q3 		$1.89M Buy
15,695
+326
+2% +$36.6K 0.16% 138
2023
Q2 		$1.47M Buy
15,369
+1,461
+11% +$142K 0.13% 172
2023
Q1 		$1.41M Sell
13,908
-1,172
-8% -$119K 0.13% 173
2022
Q4 		$1.57M Sell
15,080
-4,180
-22% -$428K 0.16% 155
2022
Q3 		$1.8M Buy
19,260
+835
+5% +$71.2K 0.1% 195
2022
Q2 		$1.51M Buy
18,425
+2,990
+19% +$277K 0.09% 231
2022
Q1 		$1.33M Buy
15,435
+11,580
+300% +$974K 0.06% 281
2021
Q4 		$280K Buy
+3,855
New +$291K 0.03% 491
2021
Q2 		$332K Buy
+3,882
New +$328K 0.03% 463

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

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

Western Wealth Management reduced its Phillips 66 (PSX) stake by 0.24% in Q2 2026, selling an estimated $6.2K and leaving 15,166 shares worth $2.56M. The position accounts for 0.08% of the portfolio, ranked #250.

Western Wealth Management first reported a position in PSX in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.77M in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Western Wealth Management held 15,166 shares of Phillips 66 worth $2.56M as of Q2 2026.
  • Western Wealth Management sold 36 Phillips 66 shares in Q2 2026, an estimated $6.2K.
  • Phillips 66 made up 0.08% of Western Wealth Management's portfolio in Q2 2026, its #250 holding.
  • Western Wealth Management first reported a position in Phillips 66 in Q2 2021 and has held it in 20 quarters since.
  • Western Wealth Management's Phillips 66 position peaked at $2.77M in Q1 2026.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.