Biltmore Wealth Management
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Biltmore Wealth Management’s Phillips 66 PSX Stock Holding History

Biltmore 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 		$908K Sell
3,557
-263
-7% -$60.1K 0.28% 32
2026
Q2 		$646K Sell
3,820
-151
-4% -$26K 0.2% 40
2026
Q1 		$723K Sell
3,971
-128
-3% -$20.1K 0.26% 33
2025
Q4 		$529K Buy
4,099
+26
+0.6% +$3.5K 0.2% 43
2025
Q3 		$554K Buy
4,073
+460
+13% +$58.9K 0.21% 43
2025
Q2 		$431K Buy
3,613
+85
+2% +$9.5K 0.17% 44
2025
Q1 		$436K Sell
3,528
-62
-2% -$7.64K 0.18% 44
2024
Q4 		$409K Buy
3,590
+22
+0.6% +$2.8K 0.17% 45
2024
Q3 		$469K Buy
3,568
+172
+5% +$23.2K 0.19% 43
2024
Q2 		$479K Buy
+3,396
New +$503K 0.21% 43

Other funds holding PSX

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

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

Biltmore Wealth Management reduced its Phillips 66 (PSX) stake by 6.9% in Q3 2026, selling an estimated $60.1K and leaving 3,557 shares worth $908K. The position accounts for 0.28% of the portfolio, ranked #32.

Biltmore Wealth Management first reported a position in PSX in Q2 2024 and has held it in 10 quarters since. 1,318 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Biltmore Wealth Management held 3,557 shares of Phillips 66 worth $908K as of Q3 2026.
  • Biltmore Wealth Management sold 263 Phillips 66 shares in Q3 2026, an estimated $60.1K.
  • Phillips 66 made up 0.28% of Biltmore Wealth Management's portfolio in Q3 2026, its #32 holding.
  • Biltmore Wealth Management first reported a position in Phillips 66 in Q2 2024 and has held it in 10 quarters since.
  • 1,318 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

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