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

Accurate 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 		$1.05M Buy
3,575
+282
+9% +$64.4K 0.09% 223
2026
Q2 		$620K Buy
3,293
+316
+11% +$54.4K 0.06% 302
2026
Q1 		$474K Buy
2,977
+92
+3% +$14.4K 0.06% 332
2025
Q4 		$410K Buy
2,885
+43
+2% +$5.79K 0.05% 342
2025
Q3 		$372K Buy
2,842
+1,073
+61% +$137K 0.05% 352
2025
Q2 		$238K Buy
+1,769
New +$198K 0.04% 402
2023
Q1 		– Sell
-1,063
Closed -$108K – 1116
2022
Q4 		$108K Buy
+1,063
New +$109K 0.04% 302

Other funds holding PSX

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

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

Accurate Wealth Management increased its Phillips 66 (PSX) stake by 8.6% in Q3 2026, buying an estimated $64.4K and bringing the position to 3,575 shares worth $1.05M. The position accounts for 0.09% of the portfolio, ranked #223.

Accurate Wealth Management first reported a position in PSX in Q4 2022 and has held it in 7 quarters since. 1,366 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Accurate Wealth Management held 3,575 shares of Phillips 66 worth $1.05M as of Q3 2026.
  • Accurate Wealth Management bought 282 Phillips 66 shares in Q3 2026, an estimated $64.4K.
  • Phillips 66 made up 0.09% of Accurate Wealth Management's portfolio in Q3 2026, its #223 holding.
  • Accurate Wealth Management first reported a position in Phillips 66 in Q4 2022 and has held it in 7 quarters since.
  • 1,366 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.