AGH Wealth Advisors
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AGH Wealth Advisors’s Phillips 66 PSX Stock Holding History

AGH Wealth Advisors’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 		$727K Hold
2,846
– – 0.42% 50
2026
Q2 		$481K Buy
2,846
+19
+0.7% +$3.27K 0.3% 67
2026
Q1 		$515K Buy
2,827
+17
+0.6% +$2.66K 0.38% 56
2025
Q4 		$363K Sell
2,810
-50
-2% -$6.73K 0.27% 71
2025
Q3 		$389K Hold
2,860
– – 0.29% 67
2025
Q2 		$341K Buy
2,860
+79
+3% +$8.85K 0.28% 75
2025
Q1 		$343K Sell
2,781
-1
-0% -$123 0.33% 70
2024
Q4 		$317K Buy
+2,782
New +$354K 0.29% 79

Other funds holding PSX

Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

AGH Wealth Advisors's PSX Position: Q3 2026 in Review

AGH Wealth Advisors held its Phillips 66 (PSX) position steady in Q3 2026 at 2,846 shares worth $727K. The position accounts for 0.42% of the portfolio, ranked #50.

AGH Wealth Advisors first reported a position in PSX in Q4 2024 and has held it in 8 quarters since. 1,200 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • AGH Wealth Advisors held 2,846 shares of Phillips 66 worth $727K as of Q3 2026.
  • AGH Wealth Advisors left its Phillips 66 share count unchanged in Q3 2026.
  • Phillips 66 made up 0.42% of AGH Wealth Advisors's portfolio in Q3 2026, its #50 holding.
  • AGH Wealth Advisors first reported a position in Phillips 66 in Q4 2024 and has held it in 8 quarters since.
  • 1,200 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on AGH Wealth Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.