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Caliber Wealth Management (Kansas)’s Phillips 66 PSX Stock Holding History

Caliber Wealth Management (Kansas)’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 		– Sell
-1,219
Closed -$222K – 310
2026
Q1 		$222K Buy
+1,219
New +$191K 0.02% 253

Other funds holding PSX

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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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Caliber Wealth Management (Kansas)'s PSX Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) sold out of Phillips 66 (PSX) in Q2 2026, closing a stake of 1,219 shares — an estimated $222K sold.

Caliber Wealth Management (Kansas) first reported a position in PSX in Q1 2026 and held it in 1 quarter. The position peaked at $222K in Q1 2026. 820 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Caliber Wealth Management (Kansas) reported no remaining Phillips 66 position as of Q2 2026 after selling out during the quarter.
  • Caliber Wealth Management (Kansas) sold 1,219 Phillips 66 shares in Q2 2026, an estimated $222K.
  • Caliber Wealth Management (Kansas) first reported a position in Phillips 66 in Q1 2026 and held it in 1 quarter.
  • Caliber Wealth Management (Kansas)'s Phillips 66 position peaked at $222K in Q1 2026.
  • 820 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.