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Athena Wealth Management’s Phillips 66 PSX Stock Holding History

Athena 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 		$209K Sell
1,235
-277
-18% -$47.7K 0.16% 102
2026
Q1 		$275K Buy
+1,512
New +$237K 0.23% 85

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

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

Athena Wealth Management reduced its Phillips 66 (PSX) stake by 18% in Q2 2026, selling an estimated $47.7K and leaving 1,235 shares worth $209K. The position accounts for 0.16% of the portfolio, ranked #102.

Athena Wealth Management first reported a position in PSX in Q1 2026 and has held it in 2 quarters since. The position peaked at $275K in Q1 2026. 517 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Athena Wealth Management held 1,235 shares of Phillips 66 worth $209K as of Q2 2026.
  • Athena Wealth Management sold 277 Phillips 66 shares in Q2 2026, an estimated $47.7K.
  • Phillips 66 made up 0.16% of Athena Wealth Management's portfolio in Q2 2026, its #102 holding.
  • Athena Wealth Management first reported a position in Phillips 66 in Q1 2026 and has held it in 2 quarters since.
  • Athena Wealth Management's Phillips 66 position peaked at $275K in Q1 2026.
  • 517 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Athena Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.