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Forvis Mazars Wealth Advisors’s Phillips 66 PSX Stock Holding History

Forvis Mazars 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 		$757K Buy
4,479
+782
+21% +$135K 0.01% 251
2026
Q1 		$674K Buy
3,697
+613
+20% +$96.1K 0.01% 248
2025
Q4 		$398K Hold
3,084
– – 0.01% 313
2025
Q3 		$419K Sell
3,084
-326
-10% -$41.8K 0.01% 313
2025
Q2 		$407K Sell
3,410
-199
-6% -$22.3K 0.01% 320
2025
Q1 		$446K Buy
3,609
+37
+1% +$4.56K 0.01% 298
2024
Q4 		$407K Sell
3,572
-11
-0.3% -$1.4K 0.01% 341
2024
Q3 		$471K Buy
3,583
+89
+3% +$12K 0.01% 321
2024
Q2 		$493K Sell
3,494
-40
-1% -$5.92K 0.01% 294
2024
Q1 		$577K Buy
3,534
+83
+2% +$12K 0.01% 268
2023
Q4 		$459K Sell
3,451
-155
-4% -$18.5K 0.01% 290
2023
Q3 		$433K Sell
3,606
-306
-8% -$34.3K 0.01% 296
2023
Q2 		$373K Buy
3,912
+120
+3% +$11.7K 0.01% 325
2023
Q1 		$384K Sell
3,792
-98
-3% -$9.96K 0.01% 301
2022
Q4 		$405K Buy
3,890
+128
+3% +$13.1K 0.01% 286
2022
Q3 		$304K Sell
3,762
-150
-4% -$12.8K 0.01% 319
2022
Q2 		$321K Buy
3,912
+488
+14% +$45.1K 0.01% 315
2022
Q1 		$296K Buy
3,424
+513
+18% +$43.2K 0.01% 245
2021
Q4 		$211K Buy
+2,911
New +$220K 0.01% 278
2021
Q3 		– Sell
-2,548
Closed -$219K – 275
2021
Q2 		$219K Sell
2,548
-1,136
-31% -$95.9K 0.01% 247
2021
Q1 		$300K Sell
3,684
-676
-16% -$53K 0.01% 224
2020
Q4 		$305K Buy
+4,360
New +$256K 0.02% 288
2020
Q3 		– Sell
-4,228
Closed -$304K – 329
2020
Q2 		$304K Buy
4,228
+54
+1% +$3.82K 0.02% 251
2020
Q1 		$224K Sell
4,174
-403
-9% -$32.8K 0.02% 262
2019
Q4 		$510K Buy
4,577
+115
+3% +$12.9K 0.04% 190
2019
Q3 		$457K Buy
4,462
+1
+0% +$100 0.04% 181
2019
Q2 		$417K Buy
4,461
+138
+3% +$12.4K 0.03% 180
2019
Q1 		$411K Buy
4,323
+10
+0.2% +$951 0.03% 181
2018
Q4 		$372K Sell
4,313
-2,340
-35% -$229K 0.04% 162
2018
Q3 		$750K Buy
6,653
+1,065
+19% +$123K 0.07% 119
2018
Q2 		$628K Buy
5,588
+171
+3% +$19.2K 0.06% 125
2018
Q1 		$520K Sell
5,417
-709
-12% -$69K 0.05% 137
2017
Q4 		$620K Sell
6,126
-462
-7% -$43.9K 0.06% 126
2017
Q3 		$604K Buy
6,588
+317
+5% +$26.9K 0.07% 120
2017
Q2 		$519K Buy
6,271
+581
+10% +$45.6K 0.06% 135
2017
Q1 		$451K Sell
5,690
-534
-9% -$43K 0.06% 133
2016
Q4 		$538K Buy
6,224
+973
+19% +$80.9K 0.07% 114
2016
Q3 		$423K Buy
5,251
+273
+5% +$21.2K 0.06% 125
2016
Q2 		$395K Sell
4,978
-457
-8% -$37.3K 0.06% 122
2016
Q1 		$471K Sell
5,435
-297
-5% -$24.1K 0.08% 113
2015
Q4 		$469K Buy
5,732
+1,310
+30% +$113K 0.07% 114
2015
Q3 		$340K Buy
4,422
+481
+12% +$38.2K 0.06% 126
2015
Q2 		$317K Sell
3,941
-393
-9% -$31.2K 0.05% 139
2015
Q1 		$341K Buy
+4,334
New +$318K 0.05% 136
2014
Q4 		– Sell
-2,557
Closed -$208K – 154
2014
Q3 		$208K Hold
2,557
– – 0.04% 135
2014
Q2 		$206K Sell
2,557
-220
-8% -$18.1K 0.04% 139
2014
Q1 		$214K Sell
2,777
-539
-16% -$41K 0.04% 150
2013
Q4 		$256K Buy
+3,316
New +$221K 0.05% 135

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Forvis Mazars Wealth Advisors's PSX Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors increased its Phillips 66 (PSX) stake by 21% in Q2 2026, buying an estimated $135K and bringing the position to 4,479 shares worth $757K. The position accounts for 0.01% of the portfolio, ranked #251.

Forvis Mazars Wealth Advisors first reported a position in PSX in Q4 2013 and has held it in 48 quarters since. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Forvis Mazars Wealth Advisors held 4,479 shares of Phillips 66 worth $757K as of Q2 2026.
  • Forvis Mazars Wealth Advisors bought 782 Phillips 66 shares in Q2 2026, an estimated $135K.
  • Phillips 66 made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #251 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Phillips 66 in Q4 2013 and has held it in 48 quarters since.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.