Accel Wealth Management
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Accel Wealth Management’s Phillips 66 PSX Stock Holding History

Accel 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
Q3 		$279K Buy
+1,093
New +$250K 0.06% 232
2026
Q2 		– Sell
-1,110
Closed -$202K – 312
2026
Q1 		$202K Buy
+1,110
New +$174K 0.05% 274
2023
Q2 		– Sell
-157
Closed -$15.9K – 676
2023
Q1 		$15.9K Sell
157
-200
-56% -$20.3K 0.01% 769
2022
Q4 		$37.1K Hold
357
– – 0.02% 410
2022
Q3 		$32K Hold
357
– – 0.02% 454
2022
Q2 		$29K Hold
357
– – 0.02% 457
2022
Q1 		$31K Buy
357
+200
+127% +$16.8K 0.02% 461
2021
Q4 		$11K Hold
157
– – 0.01% 703
2021
Q3 		$11K Hold
157
– – 0.01% 622
2021
Q2 		$13K Buy
157
+1
+0.6% +$84 0.01% 647
2021
Q1 		$13K Hold
156
– – 0.01% 608
2020
Q4 		$11K Buy
+156
New +$9.16K 0.01% 605

Other funds holding PSX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Accel Wealth Management's PSX Position: Q3 2026 in Review

Accel Wealth Management opened a new position in Phillips 66 (PSX) in Q3 2026: 1,093 shares worth $279K. The stake represents 0.06% of the portfolio and ranks #232 among its holdings. This is a return to the name: Accel Wealth Management previously reported a position in PSX as recently as Q1 2026.

Accel Wealth Management first reported a position in PSX in Q4 2020 and has held it in 12 quarters since. 1,641 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Accel Wealth Management held 1,093 shares of Phillips 66 worth $279K as of Q3 2026.
  • Phillips 66 was a new Accel Wealth Management position in Q3 2026.
  • Phillips 66 made up 0.06% of Accel Wealth Management's portfolio in Q3 2026, its #232 holding.
  • Accel Wealth Management first reported a position in Phillips 66 in Q4 2020 and has held it in 12 quarters since.
  • 1,641 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.