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Carolina Wealth Advisors’s Phillips 66 PSX Stock Holding History

Carolina Wealth Advisors’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 		$3.89K Hold
23
– – ﹤0.01% 251
2026
Q1 		$4.19K Buy
+23
New +$3.6K ﹤0.01% 244

Other funds holding PSX

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Carolina Wealth Advisors's PSX Position: Q2 2026 in Review

Carolina Wealth Advisors held its Phillips 66 (PSX) position steady in Q2 2026 at 23 shares worth $3.89K. The position accounts for ﹤0.01% of the portfolio, ranked #251.

Carolina Wealth Advisors first reported a position in PSX in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.19K in Q1 2026. 407 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Carolina Wealth Advisors held 23 shares of Phillips 66 worth $3.89K as of Q2 2026.
  • Carolina Wealth Advisors left its Phillips 66 share count unchanged in Q2 2026.
  • Phillips 66 made up ﹤0.01% of Carolina Wealth Advisors's portfolio in Q2 2026, its #251 holding.
  • Carolina Wealth Advisors first reported a position in Phillips 66 in Q1 2026 and has held it in 2 quarters since.
  • Carolina Wealth Advisors's Phillips 66 position peaked at $4.19K in Q1 2026.
  • 407 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.