Fifth Third Wealth Advisors
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Fifth Third Wealth Advisors’s Phillips 66 PSX Stock Holding History

Fifth Third 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
Q3 		$2.37M Buy
9,290
+365
+4% +$83.4K 0.06% 189
2026
Q2 		$1.51M Sell
8,925
-219
-2% -$37.7K 0.04% 242
2026
Q1 		$1.67M Buy
9,144
+1,034
+13% +$162K 0.06% 206
2025
Q4 		$1.05M Buy
8,110
+48
+0.6% +$6.46K 0.04% 251
2025
Q3 		$1.1M Buy
8,062
+1,219
+18% +$156K 0.04% 228
2025
Q2 		$816K Sell
6,843
-465
-6% -$52.1K 0.03% 274
2025
Q1 		$902K Buy
7,308
+1,818
+33% +$224K 0.05% 236
2024
Q4 		$625K Buy
5,490
+241
+5% +$30.7K 0.03% 287
2024
Q3 		$690K Sell
5,249
-1,148
-18% -$155K 0.04% 248
2024
Q2 		$903K Buy
6,397
+4,445
+228% +$658K 0.07% 174
2024
Q1 		$319K Buy
+1,952
New +$281K 0.05% 187

Other funds holding PSX

AHT
Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Tran Capital Management
Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fifth Third Wealth Advisors's PSX Position: Q3 2026 in Review

Fifth Third Wealth Advisors increased its Phillips 66 (PSX) stake by 4.1% in Q3 2026, buying an estimated $83.4K and bringing the position to 9,290 shares worth $2.37M. The position accounts for 0.06% of the portfolio, ranked #189.

Fifth Third Wealth Advisors first reported a position in PSX in Q1 2024 and has held it in 11 quarters since. 725 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Fifth Third Wealth Advisors held 9,290 shares of Phillips 66 worth $2.37M as of Q3 2026.
  • Fifth Third Wealth Advisors bought 365 Phillips 66 shares in Q3 2026, an estimated $83.4K.
  • Phillips 66 made up 0.06% of Fifth Third Wealth Advisors's portfolio in Q3 2026, its #189 holding.
  • Fifth Third Wealth Advisors first reported a position in Phillips 66 in Q1 2024 and has held it in 11 quarters since.
  • 725 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.