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 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

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Fifth Third Wealth Advisors's PSX Position: Q2 2026 in Review

Fifth Third Wealth Advisors reduced its Phillips 66 (PSX) stake by 2.4% in Q2 2026, selling an estimated $37.7K and leaving 8,925 shares worth $1.51M. The position accounts for 0.04% of the portfolio, ranked #242.

Fifth Third Wealth Advisors first reported a position in PSX in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.67M in Q1 2026. 439 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Fifth Third Wealth Advisors held 8,925 shares of Phillips 66 worth $1.51M as of Q2 2026.
Fifth Third Wealth Advisors sold 219 Phillips 66 shares in Q2 2026, an estimated $37.7K.
Phillips 66 made up 0.04% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #242 holding.
Fifth Third Wealth Advisors first reported a position in Phillips 66 in Q1 2024 and has held it in 10 quarters since.
Fifth Third Wealth Advisors's Phillips 66 position peaked at $1.67M in Q1 2026.
439 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.