WOSD
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WFA of San Diego’s Phillips 66 PSX Stock Holding History

WFA of San Diego’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 		– Sell
-363
Closed -$66.1K – 308
2026
Q1 		$66.1K Hold
363
– – 0.05% 160
2025
Q4 		$46.8K Sell
363
-75
-17% -$10.1K 0.03% 199
2025
Q3 		$59.6K Hold
438
– – 0.04% 184
2025
Q2 		$52.3K Buy
+438
New +$49.1K 0.04% 194
2024
Q3 		$41.9K Hold
319
– – 0.04% 198
2024
Q2 		$45K Buy
+319
New +$47.2K 0.04% 188
2023
Q3 		$38.3K Hold
319
– – 0.04% 192
2023
Q2 		$30.4K Buy
+319
New +$31K 0.03% 207
2023
Q1 		– Sell
-459
Closed -$47.8K – 334
2022
Q4 		$47.8K Buy
+459
New +$47K 0.04% 197
2022
Q3 		– Sell
-300
Closed -$25K – 323
2022
Q2 		$25K Buy
+300
New +$27.8K 0.02% 208

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

WFA of San Diego's PSX Position: Q2 2026 in Review

WFA of San Diego sold out of Phillips 66 (PSX) in Q2 2026, closing a stake of 363 shares — an estimated $66.1K sold.

WFA of San Diego first reported a position in PSX in Q2 2022 and held it in 10 quarters. The position peaked at $66.1K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • WFA of San Diego reported no remaining Phillips 66 position as of Q2 2026 after selling out during the quarter.
  • WFA of San Diego sold 363 Phillips 66 shares in Q2 2026, an estimated $66.1K.
  • WFA of San Diego first reported a position in Phillips 66 in Q2 2022 and held it in 10 quarters.
  • WFA of San Diego's Phillips 66 position peaked at $66.1K in Q1 2026.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.