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BXM Wealth’s Phillips 66 PSX Stock Holding History

BXM 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 		$220K Hold
1,300
– – 0.12% 150
2026
Q1 		$237K Sell
1,300
-980
-43% -$154K 0.18% 118
2025
Q4 		$294K Hold
2,280
– – 0.23% 94
2025
Q3 		$310K Hold
2,280
– – 0.29% 93
2025
Q2 		$272K Hold
2,280
– – 0.32% 84
2025
Q1 		$282K Buy
+2,280
New +$281K 0.34% 84

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

BXM Wealth's PSX Position: Q2 2026 in Review

BXM Wealth held its Phillips 66 (PSX) position steady in Q2 2026 at 1,300 shares worth $220K. The position accounts for 0.12% of the portfolio, ranked #150.

BXM Wealth first reported a position in PSX in Q1 2025 and has held it in 6 quarters since. The position peaked at $310K in Q3 2025. 673 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • BXM Wealth held 1,300 shares of Phillips 66 worth $220K as of Q2 2026.
  • BXM Wealth left its Phillips 66 share count unchanged in Q2 2026.
  • Phillips 66 made up 0.12% of BXM Wealth's portfolio in Q2 2026, its #150 holding.
  • BXM Wealth first reported a position in Phillips 66 in Q1 2025 and has held it in 6 quarters since.
  • BXM Wealth's Phillips 66 position peaked at $310K in Q3 2025.
  • 673 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.