Annex Advisory Services
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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
Q3 		$720K Sell
2,819
-58
-2% -$13.2K 0.01% 232
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 		$4.64M 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

AHT
Amanah Holdings Trust London $1.79B AUM 618.88% 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
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Tran Capital Management
Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Annex Advisory Services's PSX Position: Q3 2026 in Review

Annex Advisory Services reduced its Phillips 66 (PSX) stake by 2% in Q3 2026, selling an estimated $13.2K and leaving 2,819 shares worth $720K. The position accounts for 0.01% of the portfolio, ranked #232.

Annex Advisory Services first reported a position in PSX in Q2 2021 and has held it in 22 quarters since. The position peaked at $19.9M in Q1 2024. 679 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Annex Advisory Services held 2,819 shares of Phillips 66 worth $720K as of Q3 2026.
  • Annex Advisory Services sold 58 Phillips 66 shares in Q3 2026, an estimated $13.2K.
  • Phillips 66 made up 0.01% of Annex Advisory Services's portfolio in Q3 2026, its #232 holding.
  • Annex Advisory Services first reported a position in Phillips 66 in Q2 2021 and has held it in 22 quarters since.
  • Annex Advisory Services's Phillips 66 position peaked at $19.9M in Q1 2024.
  • 679 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.