Abundance Wealth Counselors’s Phillips 66 PSX Stock Holding History

Abundance Wealth Counselors’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	$2.28M	Buy	13,463 +5,698	+73%	+$981K	0.15%	99
2026 Q1	$1.41M	Buy	7,765 +2,107	+37%	+$330K	0.2%	74
2025 Q4	$730K	Buy	5,658 +50	+0.9%	+$6.73K	0.12%	111
2025 Q3	$763K	Buy	5,608 +141	+3%	+$18.1K	0.13%	110
2025 Q2	$652K	Buy	5,467 +88	+2%	+$9.86K	0.12%	114
2025 Q1	$664K	Buy	5,379 +336	+7%	+$41.4K	0.14%	107
2024 Q4	$575K	Sell	5,043 -81	-2%	-$10.3K	0.13%	110
2024 Q3	$674K	Buy	+5,124	New	+$692K	0.14%	104

Other funds holding PSX

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

TCM

Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Abundance Wealth Counselors's PSX Position: Q2 2026 in Review

Abundance Wealth Counselors increased its Phillips 66 (PSX) stake by 73% in Q2 2026, buying an estimated $981K and bringing the position to 13,463 shares worth $2.28M. The position accounts for 0.15% of the portfolio, ranked #99.

Abundance Wealth Counselors first reported a position in PSX in Q3 2024 and has held it in 8 quarters since. 582 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Abundance Wealth Counselors held 13,463 shares of Phillips 66 worth $2.28M as of Q2 2026.
Abundance Wealth Counselors bought 5,698 Phillips 66 shares in Q2 2026, an estimated $981K.
Phillips 66 made up 0.15% of Abundance Wealth Counselors's portfolio in Q2 2026, its #99 holding.
Abundance Wealth Counselors first reported a position in Phillips 66 in Q3 2024 and has held it in 8 quarters since.
582 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Abundance Wealth Counselors's 13F filing for Q2 2026, filed 23 Jul 2026.