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 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Accel Wealth Management's PSX Position: Q2 2026 in Review

Accel Wealth Management sold out of Phillips 66 (PSX) in Q2 2026, closing a stake of 1,110 shares — an estimated $202K sold.

Accel Wealth Management first reported a position in PSX in Q4 2020 and held it in 11 quarters. The position peaked at $202K in Q1 2026. 855 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Accel Wealth Management reported no remaining Phillips 66 position as of Q2 2026 after selling out during the quarter.
Accel Wealth Management sold 1,110 Phillips 66 shares in Q2 2026, an estimated $202K.
Accel Wealth Management first reported a position in Phillips 66 in Q4 2020 and held it in 11 quarters.
Accel Wealth Management's Phillips 66 position peaked at $202K in Q1 2026.
855 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.