Brandywine Oak Private Wealth
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Brandywine Oak Private Wealth’s Phillips 66 PSX Stock Holding History

Brandywine Oak Private Wealth’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 		$950K Buy
3,720
+2
+0.1% +$457 0.07% 118
2026
Q2 		$628K Buy
3,718
+452
+14% +$77.8K 0.05% 146
2026
Q1 		$595K Buy
3,266
+60
+2% +$9.4K 0.05% 142
2025
Q4 		$414K Sell
3,206
-54
-2% -$7.27K 0.03% 162
2025
Q3 		$443K Buy
3,260
+7
+0.2% +$897 0.04% 158
2025
Q2 		$388K Sell
3,253
-160
-5% -$17.9K 0.04% 170
2025
Q1 		$421K Sell
3,413
-198
-5% -$24.4K 0.04% 159
2024
Q4 		$411K Sell
3,611
-373
-9% -$47.4K 0.04% 162
2024
Q3 		$524K Buy
3,984
+251
+7% +$33.9K 0.05% 146
2024
Q2 		$527K Sell
3,733
-7
-0.2% -$1.04K 0.05% 143
2024
Q1 		$611K Buy
3,740
+3
+0.1% +$432 0.06% 135
2023
Q4 		$498K Sell
3,737
-10
-0.3% -$1.2K 0.06% 147
2023
Q3 		$450K Sell
3,747
-168
-4% -$18.9K 0.05% 152
2023
Q2 		$373K Sell
3,915
-100
-2% -$9.7K 0.04% 179
2023
Q1 		$407K Sell
4,015
-89
-2% -$9.05K 0.05% 171
2022
Q4 		$427K Sell
4,104
-1,073
-21% -$110K 0.05% 168
2022
Q3 		$417K Sell
5,177
-16
-0.3% -$1.36K 0.06% 173
2022
Q2 		$425K Buy
5,193
+4
+0.1% +$370 0.05% 193
2022
Q1 		$448K Sell
5,189
-94
-2% -$7.91K 0.05% 205
2021
Q4 		$382K Sell
5,283
-81
-2% -$6.12K 0.04% 226
2021
Q3 		$375K Sell
5,364
-668
-11% -$48.4K 0.04% 221
2021
Q2 		$517K Buy
6,032
+555
+10% +$46.8K 0.06% 189
2021
Q1 		$446K Buy
5,477
+27
+0.5% +$2.12K 0.07% 158
2020
Q4 		$381K Sell
5,450
-98
-2% -$5.75K 0.06% 168
2020
Q3 		$287K Sell
5,548
-748
-12% -$45.6K 0.05% 190
2020
Q2 		$452K Buy
6,296
+693
+12% +$49.1K 0.08% 142
2020
Q1 		$300K Sell
5,603
-24
-0.4% -$1.95K 0.06% 157
2019
Q4 		$626K Sell
5,627
-142
-2% -$16K 0.11% 94
2019
Q3 		$590K Buy
5,769
+469
+9% +$47K 0.11% 93
2019
Q2 		$495K Buy
5,300
+528
+11% +$47.4K 0.1% 107
2019
Q1 		$454K Sell
4,772
-457
-9% -$43.4K 0.09% 110
2018
Q4 		$450K Buy
+5,229
New +$511K 0.1% 103

Other funds holding PSX

Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 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
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
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
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Brandywine Oak Private Wealth's PSX Position: Q3 2026 in Review

Brandywine Oak Private Wealth increased its Phillips 66 (PSX) stake by 0.05% in Q3 2026, buying an estimated $457 and bringing the position to 3,720 shares worth $950K. The position accounts for 0.07% of the portfolio, ranked #118.

Brandywine Oak Private Wealth first reported a position in PSX in Q4 2018 and has held it in 32 quarters since. 1,200 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Brandywine Oak Private Wealth held 3,720 shares of Phillips 66 worth $950K as of Q3 2026.
  • Brandywine Oak Private Wealth bought 2 Phillips 66 shares in Q3 2026, an estimated $457.
  • Phillips 66 made up 0.07% of Brandywine Oak Private Wealth's portfolio in Q3 2026, its #118 holding.
  • Brandywine Oak Private Wealth first reported a position in Phillips 66 in Q4 2018 and has held it in 32 quarters since.
  • 1,200 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.