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Willis Johnson & Associates’s Phillips 66 PSX Stock Holding History

Willis Johnson & Associates’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
-1,228
Closed -$224K – 162
2026
Q1 		$224K Buy
+1,228
New +$192K 0.01% 177
2025
Q4 		– Sell
-1,623
Closed -$221K – 194
2025
Q3 		$221K Buy
+1,623
New +$208K 0.01% 168
2024
Q4 		– Sell
-1,809
Closed -$238K – 175
2024
Q3 		$238K Sell
1,809
-333
-16% -$45K 0.02% 144
2024
Q2 		$302K Buy
2,142
+333
+18% +$49.3K 0.02% 120
2024
Q1 		$296K Sell
1,809
-20
-1% -$2.88K 0.03% 116
2023
Q4 		$244K Sell
1,829
-305
-14% -$36.5K 0.02% 119
2023
Q3 		$256K Sell
2,134
-189
-8% -$21.2K 0.03% 108
2023
Q2 		$222K Sell
2,323
-67
-3% -$6.51K 0.02% 117
2023
Q1 		$242K Buy
2,390
+450
+23% +$45.8K 0.03% 107
2022
Q4 		$202K Buy
+1,940
New +$198K 0.03% 111

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

Willis Johnson & Associates's PSX Position: Q2 2026 in Review

Willis Johnson & Associates sold out of Phillips 66 (PSX) in Q2 2026, closing a stake of 1,228 shares — an estimated $224K sold.

Willis Johnson & Associates first reported a position in PSX in Q4 2022 and held it in 10 quarters. The position peaked at $302K in Q2 2024. 2,102 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Willis Johnson & Associates reported no remaining Phillips 66 position as of Q2 2026 after selling out during the quarter.
  • Willis Johnson & Associates sold 1,228 Phillips 66 shares in Q2 2026, an estimated $224K.
  • Willis Johnson & Associates first reported a position in Phillips 66 in Q4 2022 and held it in 10 quarters.
  • Willis Johnson & Associates's Phillips 66 position peaked at $302K in Q2 2024.
  • 2,102 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Willis Johnson & Associates's 13F filing for Q2 2026, filed 13 Aug 2026.