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Elevation Wealth Partners’s Phillips 66 PSX Stock Holding History

Elevation Wealth Partners’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 		$12K Buy
71
+35
+97% +$6.03K ﹤0.01% 752
2026
Q1 		$6.56K Buy
36
+11
+44% +$1.72K ﹤0.01% 625
2025
Q4 		$3.23K Buy
25
+4
+19% +$538 ﹤0.01% 714
2025
Q3 		$2.86K Buy
+21
New +$2.69K ﹤0.01% 585

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
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

Elevation Wealth Partners's PSX Position: Q2 2026 in Review

Elevation Wealth Partners increased its Phillips 66 (PSX) stake by 97% in Q2 2026, buying an estimated $6.03K and bringing the position to 71 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #752.

Elevation Wealth Partners first reported a position in PSX in Q3 2025 and has held it in 4 quarters since. 861 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Elevation Wealth Partners held 71 shares of Phillips 66 worth $12K as of Q2 2026.
  • Elevation Wealth Partners bought 35 Phillips 66 shares in Q2 2026, an estimated $6.03K.
  • Phillips 66 made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #752 holding.
  • Elevation Wealth Partners first reported a position in Phillips 66 in Q3 2025 and has held it in 4 quarters since.
  • 861 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.