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Bravera Wealth’s Phillips 66 PSX Stock Holding History

Bravera 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
Q2 		$169K Hold
1,000
– – 0.06% 111
2026
Q1 		$182K Hold
1,000
– – 0.08% 107
2025
Q4 		$129K Buy
+1,000
New +$135K 0.06% 127

Other funds holding PSX

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
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
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Bravera Wealth's PSX Position: Q2 2026 in Review

Bravera Wealth held its Phillips 66 (PSX) position steady in Q2 2026 at 1,000 shares worth $169K. The position accounts for 0.06% of the portfolio, ranked #111.

Bravera Wealth first reported a position in PSX in Q4 2025 and has held it in 3 quarters since. The position peaked at $182K in Q1 2026. 653 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Bravera Wealth held 1,000 shares of Phillips 66 worth $169K as of Q2 2026.
  • Bravera Wealth left its Phillips 66 share count unchanged in Q2 2026.
  • Phillips 66 made up 0.06% of Bravera Wealth's portfolio in Q2 2026, its #111 holding.
  • Bravera Wealth first reported a position in Phillips 66 in Q4 2025 and has held it in 3 quarters since.
  • Bravera Wealth's Phillips 66 position peaked at $182K in Q1 2026.
  • 653 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Bravera Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.