Athena Wealth Management
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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
Q3 		$265K Sell
1,038
-197
-16% -$45K 0.19% 92
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Athena Wealth Management's PSX Position: Q3 2026 in Review

Athena Wealth Management reduced its Phillips 66 (PSX) stake by 16% in Q3 2026, selling an estimated $45K and leaving 1,038 shares worth $265K. The position accounts for 0.19% of the portfolio, ranked #92.

Athena Wealth Management first reported a position in PSX in Q1 2026 and has held it in 3 quarters since. The position peaked at $275K in Q1 2026. 1,439 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Athena Wealth Management held 1,038 shares of Phillips 66 worth $265K as of Q3 2026.
  • Athena Wealth Management sold 197 Phillips 66 shares in Q3 2026, an estimated $45K.
  • Phillips 66 made up 0.19% of Athena Wealth Management's portfolio in Q3 2026, its #92 holding.
  • Athena Wealth Management first reported a position in Phillips 66 in Q1 2026 and has held it in 3 quarters since.
  • Athena Wealth Management's Phillips 66 position peaked at $275K in Q1 2026.
  • 1,439 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Athena Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.