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Williams Jones Wealth Management’s Phillips 66 PSX Stock Holding History

Williams Jones 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 		$1.99M Buy
11,757
+33
+0.3% +$5.68K 0.02% 208
2026
Q1 		$2.14M Buy
11,724
+6
+0.1% +$940 0.03% 193
2025
Q4 		$1.51M Sell
11,718
-94
-0.8% -$12.7K 0.02% 219
2025
Q3 		$1.61M Buy
11,812
+200
+2% +$25.6K 0.02% 212
2025
Q2 		$1.39M Sell
11,612
-250
-2% -$28K 0.02% 221
2025
Q1 		$1.46M Sell
11,862
-250
-2% -$30.8K 0.02% 205
2024
Q4 		$1.38M Buy
12,112
+250
+2% +$31.8K 0.02% 216
2024
Q3 		$1.56M Sell
11,862
-182
-2% -$24.6K 0.02% 217
2024
Q2 		$1.7M Sell
12,044
-135
-1% -$20K 0.02% 207
2024
Q1 		$1.99M Buy
12,179
+259
+2% +$37.3K 0.03% 191
2023
Q4 		$1.59M Sell
11,920
-208
-2% -$24.9K 0.02% 212
2023
Q3 		$1.46M Hold
12,128
– – 0.02% 218
2023
Q2 		$1.16M Hold
12,128
– – 0.02% 242
2023
Q1 		$1.23M Buy
12,128
+272
+2% +$27.7K 0.02% 247
2022
Q4 		$1.23M Buy
11,856
+528
+5% +$54K 0.02% 243
2022
Q3 		$914K Sell
11,328
-936
-8% -$79.8K 0.02% 282
2022
Q2 		$1.01M Buy
12,264
+7,751
+172% +$717K 0.02% 273
2022
Q1 		$390K Buy
+4,513
New +$380K 0.01% 389
2020
Q1 		– Sell
-3,709
Closed -$413K – 422
2019
Q4 		$413K Sell
3,709
-600
-14% -$67.4K 0.01% 309
2019
Q3 		$441K Buy
+4,309
New +$432K 0.01% 279

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

Williams Jones Wealth Management's PSX Position: Q2 2026 in Review

Williams Jones Wealth Management increased its Phillips 66 (PSX) stake by 0.28% in Q2 2026, buying an estimated $5.68K and bringing the position to 11,757 shares worth $1.99M. The position accounts for 0.02% of the portfolio, ranked #208.

Williams Jones Wealth Management first reported a position in PSX in Q3 2019 and has held it in 20 quarters since. The position peaked at $2.14M in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Williams Jones Wealth Management held 11,757 shares of Phillips 66 worth $1.99M as of Q2 2026.
  • Williams Jones Wealth Management bought 33 Phillips 66 shares in Q2 2026, an estimated $5.68K.
  • Phillips 66 made up 0.02% of Williams Jones Wealth Management's portfolio in Q2 2026, its #208 holding.
  • Williams Jones Wealth Management first reported a position in Phillips 66 in Q3 2019 and has held it in 20 quarters since.
  • Williams Jones Wealth Management's Phillips 66 position peaked at $2.14M in Q1 2026.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.