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 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

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

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

Accurate Wealth Management increased its Phillips 66 (PSX) stake by 11% in Q2 2026, buying an estimated $54.4K and bringing the position to 3,293 shares worth $620K. The position accounts for 0.06% of the portfolio, ranked #302.

Accurate Wealth Management first reported a position in PSX in Q4 2022 and has held it in 6 quarters since. 810 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Accurate Wealth Management held 3,293 shares of Phillips 66 worth $620K as of Q2 2026.
Accurate Wealth Management bought 316 Phillips 66 shares in Q2 2026, an estimated $54.4K.
Phillips 66 made up 0.06% of Accurate Wealth Management's portfolio in Q2 2026, its #302 holding.
Accurate Wealth Management first reported a position in Phillips 66 in Q4 2022 and has held it in 6 quarters since.
810 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.