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Annex Advisory Services’s Phillips 66 PSX Stock Holding History

Annex Advisory Services’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 		$486K Sell
2,877
-733
-20% -$126K 0.01% 262
2026
Q1 		$658K Sell
3,610
-566
-14% -$88.7K 0.01% 219
2025
Q4 		$539K Sell
4,176
-437
-9% -$58.8K 0.01% 242
2025
Q3 		$628K Sell
4,613
-1,414
-23% -$181K 0.01% 195
2025
Q2 		$719K Sell
6,027
-3,649
-38% -$409K 0.02% 185
2025
Q1 		$1.19M Sell
9,676
-153,246
-94% -$18.9M 0.03% 152
2024
Q4 		$18.6M Buy
162,922
+33,290
+26% +$4.23M 0.56% 44
2024
Q3 		$17M Sell
129,632
-3,556
-3% -$480K 0.55% 43
2024
Q2 		$18.8M Buy
133,188
+11,580
+10% +$1.71M 0.66% 36
2024
Q1 		$19.9M Buy
121,608
+18,002
+17% +$2.59M 0.71% 31
2023
Q4 		$13.8M Buy
103,606
+10,418
+11% +$1.25M 0.58% 41
2023
Q3 		$11.2M Sell
93,188
-12,075
-11% -$1.36M 0.68% 35
2023
Q2 		$10M Buy
105,263
+1,055
+1% +$103K 0.56% 36
2023
Q1 		$10.6M Buy
104,208
+7,531
+8% +$766K 0.57% 31
2022
Q4 		$10.1M Buy
96,677
+5,651
+6% +$578K 0.57% 29
2022
Q3 		$7.35M Buy
91,026
+11,461
+14% +$977K 0.5% 35
2022
Q2 		$6.52M Buy
79,565
+2,152
+3% +$199K 0.47% 43
2022
Q1 		$6.69M Buy
77,413
+13,443
+21% +$1.13M 0.49% 43
2021
Q4 		$4.63M Buy
63,970
+40,455
+172% +$3.06M 0.32% 59
2021
Q3 		$1.65M Buy
23,515
+2,438
+12% +$176K 0.13% 88
2021
Q2 		$1.8M Buy
+21,077
New +$1.78M 0.15% 89

Other funds holding PSX

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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Annex Advisory Services's PSX Position: Q2 2026 in Review

Annex Advisory Services reduced its Phillips 66 (PSX) stake by 20% in Q2 2026, selling an estimated $126K and leaving 2,877 shares worth $486K. The position accounts for 0.01% of the portfolio, ranked #262.

Annex Advisory Services first reported a position in PSX in Q2 2021 and has held it in 21 quarters since. The position peaked at $19.9M in Q1 2024. 355 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Annex Advisory Services held 2,877 shares of Phillips 66 worth $486K as of Q2 2026.
  • Annex Advisory Services sold 733 Phillips 66 shares in Q2 2026, an estimated $126K.
  • Phillips 66 made up 0.01% of Annex Advisory Services's portfolio in Q2 2026, its #262 holding.
  • Annex Advisory Services first reported a position in Phillips 66 in Q2 2021 and has held it in 21 quarters since.
  • Annex Advisory Services's Phillips 66 position peaked at $19.9M in Q1 2024.
  • 355 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.