Genesis Private Wealth’s Phillips 66 PSX Stock Holding History

Genesis 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 Q3	$208K	Buy	+815	New	+$186K	0.06%	173

Other funds holding PSX

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

AHT

Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Genesis Private Wealth's PSX Position: Q3 2026 in Review

Genesis Private Wealth opened a new position in Phillips 66 (PSX) in Q3 2026: 815 shares worth $208K. The stake represents 0.06% of the portfolio and ranks #173 among its holdings.

1,234 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

Genesis Private Wealth held 815 shares of Phillips 66 worth $208K as of Q3 2026.
Phillips 66 was a new Genesis Private Wealth position in Q3 2026.
Phillips 66 made up 0.06% of Genesis Private Wealth's portfolio in Q3 2026, its #173 holding.
1,234 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Genesis Private Wealth's 13F filing for Q3 2026, filed 2 Nov 2026.