PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Phillips 66 PSX Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$16.9K	Buy	+100	New	+$17.2K	﹤0.01%	409

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s PSX Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. opened a new position in Phillips 66 (PSX) in Q2 2026: 100 shares worth $16.9K. The stake represents ﹤0.01% of the portfolio and ranks #409 among its holdings.

1,311 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 100 shares of Phillips 66 worth $16.9K as of Q2 2026.
Phillips 66 was a new PENSION & WEALTH MANAGEMENT ADVISORS, INC. position in Q2 2026.
Phillips 66 made up ﹤0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #409 holding.
1,311 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.