FWP
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Family Wealth Partners’s Phillips 66 PSX Stock Holding History

Family 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 		$217K Buy
1,284
+184
+17% +$31.7K 0.07% 97
2026
Q1 		$200K Buy
+1,100
New +$172K 0.07% 103

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
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 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

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

Family Wealth Partners increased its Phillips 66 (PSX) stake by 17% in Q2 2026, buying an estimated $31.7K and bringing the position to 1,284 shares worth $217K. The position accounts for 0.07% of the portfolio, ranked #97.

Family Wealth Partners first reported a position in PSX in Q1 2026 and has held it in 2 quarters since. 964 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Family Wealth Partners held 1,284 shares of Phillips 66 worth $217K as of Q2 2026.
  • Family Wealth Partners bought 184 Phillips 66 shares in Q2 2026, an estimated $31.7K.
  • Phillips 66 made up 0.07% of Family Wealth Partners's portfolio in Q2 2026, its #97 holding.
  • Family Wealth Partners first reported a position in Phillips 66 in Q1 2026 and has held it in 2 quarters since.
  • 964 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Family Wealth Partners's 13F filing for Q2 2026, filed 10 Jul 2026.