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Whipplewood Advisors’s Phillips 66 PSX Stock Holding History

Whipplewood Advisors’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 		$52.4K Sell
310
-86
-22% -$14.8K 0.04% 139
2026
Q1 		$72.1K Buy
396
+96
+32% +$15K 0.04% 225
2025
Q4 		$38.7K Hold
300
– – 0.02% 216
2025
Q3 		$40.8K Sell
300
-101
-25% -$12.9K 0.03% 210
2025
Q2 		$47.8K Buy
401
+77
+24% +$8.63K 0.03% 322
2025
Q1 		$49.5K Sell
324
-77
-19% -$9.49K 0.03% 314
2024
Q4 		$45.7K Buy
+401
New +$51K 0.03% 323

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

Whipplewood Advisors's PSX Position: Q2 2026 in Review

Whipplewood Advisors reduced its Phillips 66 (PSX) stake by 22% in Q2 2026, selling an estimated $14.8K and leaving 310 shares worth $52.4K. The position accounts for 0.04% of the portfolio, ranked #139.

Whipplewood Advisors first reported a position in PSX in Q4 2024 and has held it in 7 quarters since. The position peaked at $72.1K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Whipplewood Advisors held 310 shares of Phillips 66 worth $52.4K as of Q2 2026.
  • Whipplewood Advisors sold 86 Phillips 66 shares in Q2 2026, an estimated $14.8K.
  • Phillips 66 made up 0.04% of Whipplewood Advisors's portfolio in Q2 2026, its #139 holding.
  • Whipplewood Advisors first reported a position in Phillips 66 in Q4 2024 and has held it in 7 quarters since.
  • Whipplewood Advisors's Phillips 66 position peaked at $72.1K in Q1 2026.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.