AWE
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Avidian Wealth Enterprises’s Phillips 66 PSX Stock Holding History

Avidian Wealth Enterprises’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 		$2.59M Sell
10,132
-1,630
-14% -$372K 0.07% 179
2026
Q2 		$1.99M Buy
11,762
+574
+5% +$98.8K 0.06% 208
2026
Q1 		$2.04M Buy
11,188
+1,994
+22% +$312K 0.06% 188
2025
Q4 		$1.19M Sell
9,194
-83
-0.9% -$11.2K 0.04% 201
2025
Q3 		$1.26M Sell
9,277
-392
-4% -$50.2K 0.05% 186
2025
Q2 		$1.15M Buy
9,669
+1,034
+12% +$116K 0.05% 189
2025
Q1 		$1.07M Buy
8,635
+4
+0% +$493 0.05% 190
2024
Q4 		$983K Buy
8,631
+592
+7% +$75.3K 0.04% 190
2024
Q3 		$1.06M Sell
8,039
-2,178
-21% -$294K 0.05% 182
2024
Q2 		$1.44M Buy
10,217
+5,366
+111% +$794K 0.06% 151
2024
Q1 		$792K Buy
4,851
+276
+6% +$39.8K 0.04% 196
2023
Q4 		$609K Buy
4,575
+136
+3% +$16.3K 0.04% 230
2023
Q3 		$533K Sell
4,439
-2,637
-37% -$296K 0.04% 243
2023
Q2 		$675K Sell
7,076
-3,582
-34% -$348K 0.04% 227
2023
Q1 		$1.08M Buy
10,658
+352
+3% +$35.8K 0.06% 191
2022
Q4 		$1.07M Sell
10,306
-349
-3% -$35.7K 0.07% 169
2022
Q3 		$860K Sell
10,655
-97
-0.9% -$8.27K 0.06% 167
2022
Q2 		$882K Buy
10,752
+31
+0.3% +$2.87K 0.06% 181
2022
Q1 		$926K Buy
10,721
+2,292
+27% +$193K 0.06% 205
2021
Q4 		$611K Buy
8,429
+2,130
+34% +$161K 0.04% 266
2021
Q3 		$441K Sell
6,299
-1,155
-15% -$83.6K 0.03% 233
2021
Q2 		$640K Sell
7,454
-2,335
-24% -$197K 0.05% 180
2021
Q1 		$798K Sell
9,789
-5
-0.1% -$392 0.07% 143
2020
Q4 		$685K Buy
9,794
+329
+3% +$19.3K 0.06% 142
2020
Q3 		$491K Buy
9,465
+10
+0.1% +$610 0.06% 158
2020
Q2 		$680K Buy
9,455
+4,598
+95% +$326K 0.09% 112
2020
Q1 		$261K Buy
4,857
+1,891
+64% +$154K 0.04% 158
2019
Q4 		$330K Buy
2,966
+633
+27% +$71.1K 0.05% 167
2019
Q3 		$239K Sell
2,333
-3,227
-58% -$323K 0.04% 168
2019
Q2 		$520K Buy
5,560
+183
+3% +$16.4K 0.12% 68
2019
Q1 		$512K Buy
5,377
+242
+5% +$23K 0.11% 62
2018
Q4 		$442K Buy
5,135
+225
+5% +$22K 0.15% 47
2018
Q3 		$553K Buy
4,910
+34
+0.7% +$3.93K 0.17% 53
2018
Q2 		$548K Hold
4,876
– – 0.17% 50
2018
Q1 		$468K Buy
4,876
+221
+5% +$21.5K 0.16% 54
2017
Q4 		$471K Hold
4,655
– – 0.13% 51
2017
Q3 		$426K Hold
4,655
– – 0.16% 50
2017
Q2 		$385K Hold
4,655
– – 0.16% 50
2017
Q1 		$369K Sell
4,655
-86
-2% -$6.93K 0.14% 47
2016
Q4 		$410K Buy
4,741
+50
+1% +$4.16K 0.18% 41
2016
Q3 		$378K Hold
4,691
– – 0.15% 44
2016
Q2 		$372K Buy
4,691
+80
+2% +$6.53K 0.14% 39
2016
Q1 		$399K Buy
+4,611
New +$375K 0.21% 28

Other funds holding PSX

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
EF
Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return

Avidian Wealth Enterprises's PSX Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its Phillips 66 (PSX) stake by 14% in Q3 2026, selling an estimated $372K and leaving 10,132 shares worth $2.59M. The position accounts for 0.07% of the portfolio, ranked #179.

Avidian Wealth Enterprises first reported a position in PSX in Q1 2016 and has held it in 43 quarters since. 86 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Avidian Wealth Enterprises held 10,132 shares of Phillips 66 worth $2.59M as of Q3 2026.
  • Avidian Wealth Enterprises sold 1,630 Phillips 66 shares in Q3 2026, an estimated $372K.
  • Phillips 66 made up 0.07% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #179 holding.
  • Avidian Wealth Enterprises first reported a position in Phillips 66 in Q1 2016 and has held it in 43 quarters since.
  • 86 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.