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Wilkerson Advisory Group’s Phillips 66 PSX Stock Holding History

Wilkerson Advisory Group’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 		$13.7K Sell
81
-19
-19% -$3.27K ﹤0.01% 383
2026
Q1 		$18.2K Buy
100
+44
+79% +$6.89K 0.01% 317
2025
Q4 		$7.23K Buy
+56
New +$7.54K ﹤0.01% 385

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

Wilkerson Advisory Group's PSX Position: Q2 2026 in Review

Wilkerson Advisory Group reduced its Phillips 66 (PSX) stake by 19% in Q2 2026, selling an estimated $3.27K and leaving 81 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #383.

Wilkerson Advisory Group first reported a position in PSX in Q4 2025 and has held it in 3 quarters since. The position peaked at $18.2K in Q1 2026. 2,100 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Wilkerson Advisory Group held 81 shares of Phillips 66 worth $13.7K as of Q2 2026.
  • Wilkerson Advisory Group sold 19 Phillips 66 shares in Q2 2026, an estimated $3.27K.
  • Phillips 66 made up ﹤0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #383 holding.
  • Wilkerson Advisory Group first reported a position in Phillips 66 in Q4 2025 and has held it in 3 quarters since.
  • Wilkerson Advisory Group's Phillips 66 position peaked at $18.2K in Q1 2026.
  • 2,100 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.