CM Wealth Advisors’s Phillips 66 PSX Stock Holding History

CM 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	$229K	Buy	+1,353	New	+$233K	0.04%	176

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

CM Wealth Advisors opened a new position in Phillips 66 (PSX) in Q2 2026: 1,353 shares worth $229K. The stake represents 0.04% of the portfolio and ranks #176 among its holdings.

2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

CM Wealth Advisors held 1,353 shares of Phillips 66 worth $229K as of Q2 2026.
Phillips 66 was a new CM Wealth Advisors position in Q2 2026.
Phillips 66 made up 0.04% of CM Wealth Advisors's portfolio in Q2 2026, its #176 holding.
2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.