CFA
PSX icon

CWS Financial Advisors’s Phillips 66 PSX Stock Holding History

CWS Financial 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 		$241K Hold
1,423
– – 0.05% 157
2026
Q1 		$259K Buy
+1,423
New +$223K 0.07% 132
2025
Q4 		– Sell
-1,623
Closed -$221K – 154
2025
Q3 		$221K Buy
+1,623
New +$208K 0.06% 131
2024
Q4 		– Sell
-1,583
Closed -$208K – 131
2024
Q3 		$208K Hold
1,583
– – 0.07% 116
2024
Q2 		$223K Buy
+1,583
New +$234K 0.09% 101
2024
Q1 		– Sell
-2,372
Closed -$316K – 139
2023
Q4 		$316K Hold
2,372
– – 0.12% 116
2023
Q3 		$285K Hold
2,372
– – 0.11% 117
2023
Q2 		$226K Buy
2,372
+50
+2% +$4.86K 0.09% 134
2023
Q1 		$235K Sell
2,322
-244
-10% -$24.8K 0.09% 128
2022
Q4 		$209K Sell
2,566
-309
-11% -$31.6K 0.09% 134
2022
Q3 		$232K Hold
2,875
– – 0.11% 119
2022
Q2 		$236K Buy
2,875
+102
+4% +$9.44K 0.11% 123
2022
Q1 		$240K Buy
+2,773
New +$233K 0.09% 137
2021
Q2 		$220K Hold
2,566
– – 0.09% 139
2021
Q1 		$209K Buy
+2,566
New +$201K 0.09% 134
2020
Q2 		– Sell
-2,203
Closed -$245K – 133
2020
Q1 		$245K Sell
2,203
-177
-7% -$14.4K 0.18% 106
2019
Q4 		$265K Buy
+2,380
New +$267K 0.19% 100

Other funds holding PSX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
MSRPS
Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CWS Financial Advisors's PSX Position: Q2 2026 in Review

CWS Financial Advisors held its Phillips 66 (PSX) position steady in Q2 2026 at 1,423 shares worth $241K. The position accounts for 0.05% of the portfolio, ranked #157.

CWS Financial Advisors first reported a position in PSX in Q4 2019 and has held it in 17 quarters since. The position peaked at $316K in Q4 2023. 904 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • CWS Financial Advisors held 1,423 shares of Phillips 66 worth $241K as of Q2 2026.
  • CWS Financial Advisors left its Phillips 66 share count unchanged in Q2 2026.
  • Phillips 66 made up 0.05% of CWS Financial Advisors's portfolio in Q2 2026, its #157 holding.
  • CWS Financial Advisors first reported a position in Phillips 66 in Q4 2019 and has held it in 17 quarters since.
  • CWS Financial Advisors's Phillips 66 position peaked at $316K in Q4 2023.
  • 904 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on CWS Financial Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.