Flywheel Private Wealth’s Phillips 66 PSX Stock Holding History

Flywheel Private Wealth’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	$367K	Sell	2,168 -105	-5%	-$18.1K	0.18%	61
2026 Q1	$414K	Hold	2,273	–	–	0.24%	56
2025 Q4	$293K	Hold	2,273	–	–	0.18%	62
2025 Q3	$309K	Hold	2,273	–	–	0.24%	55
2025 Q2	$271K	Hold	2,273	–	–	0.22%	65
2025 Q1	$281K	Hold	2,273	–	–	0.26%	65
2024 Q4	$259K	Buy	+2,273	New	+$289K	0.24%	70

Other funds holding PSX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 Carouge, Switzerland $105B AUM 38.07% 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

MSRPS

Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

Flywheel Private Wealth's PSX Position: Q2 2026 in Review

Flywheel Private Wealth reduced its Phillips 66 (PSX) stake by 4.6% in Q2 2026, selling an estimated $18.1K and leaving 2,168 shares worth $367K. The position accounts for 0.18% of the portfolio, ranked #61.

Flywheel Private Wealth first reported a position in PSX in Q4 2024 and has held it in 7 quarters since. The position peaked at $414K in Q1 2026. 964 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Flywheel Private Wealth held 2,168 shares of Phillips 66 worth $367K as of Q2 2026.
Flywheel Private Wealth sold 105 Phillips 66 shares in Q2 2026, an estimated $18.1K.
Phillips 66 made up 0.18% of Flywheel Private Wealth's portfolio in Q2 2026, its #61 holding.
Flywheel Private Wealth first reported a position in Phillips 66 in Q4 2024 and has held it in 7 quarters since.
Flywheel Private Wealth's Phillips 66 position peaked at $414K in Q1 2026.
964 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Flywheel Private Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.