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Guardian Wealth Management (Illinois)’s Phillips 66 PSX Stock Holding History

Guardian Wealth Management (Illinois)’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 		$647K Buy
3,828
+17
+0.4% +$2.93K 0.32% 51
2026
Q1 		$694K Sell
3,811
-622
-14% -$97.5K 0.38% 49
2025
Q4 		$572K Sell
4,433
-49
-1% -$6.59K 0.34% 51
2025
Q3 		$610K Sell
4,482
-64
-1% -$8.2K 0.36% 51
2025
Q2 		$542K Sell
4,546
-967
-18% -$108K 0.36% 51
2025
Q1 		$681K Sell
5,513
-787
-12% -$97K 0.45% 50
2024
Q4 		$718K Sell
6,300
-3,898
-38% -$496K 0.49% 50
2024
Q3 		$1.34M Sell
10,198
-507
-5% -$68.5K 0.95% 38
2024
Q2 		$1.51M Sell
10,705
-141
-1% -$20.9K 1.16% 30
2024
Q1 		$1.77M Sell
10,846
-319
-3% -$46K 1.36% 29
2023
Q4 		$1.49M Sell
11,165
-549
-5% -$65.6K 1.26% 33
2023
Q3 		$1.41M Buy
11,714
+55
+0.5% +$6.17K 1.32% 32
2023
Q2 		$1.11M Buy
11,659
+225
+2% +$21.9K 1.02% 42
2023
Q1 		$1.16M Sell
11,434
-134
-1% -$13.6K 1.12% 37
2022
Q4 		$1.2M Sell
11,568
-3,052
-21% -$312K 1.19% 35
2022
Q3 		$1.18M Sell
14,620
-46
-0.3% -$3.92K 1.34% 33
2022
Q2 		$1.2M Buy
14,666
+103
+0.7% +$9.53K 1.29% 35
2022
Q1 		$1.26M Buy
14,563
+577
+4% +$48.5K 1.25% 34
2021
Q4 		$1.01M Buy
+13,986
New +$1.06M 0.98% 45

Other funds holding PSX

New York State Teachers Retirement System (NYSTRS)
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
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
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s PSX Position: Q2 2026 in Review

Guardian Wealth Management (Illinois) increased its Phillips 66 (PSX) stake by 0.45% in Q2 2026, buying an estimated $2.93K and bringing the position to 3,828 shares worth $647K. The position accounts for 0.32% of the portfolio, ranked #51.

Guardian Wealth Management (Illinois) first reported a position in PSX in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.77M in Q1 2024. 653 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Guardian Wealth Management (Illinois) held 3,828 shares of Phillips 66 worth $647K as of Q2 2026.
  • Guardian Wealth Management (Illinois) bought 17 Phillips 66 shares in Q2 2026, an estimated $2.93K.
  • Phillips 66 made up 0.32% of Guardian Wealth Management (Illinois)'s portfolio in Q2 2026, its #51 holding.
  • Guardian Wealth Management (Illinois) first reported a position in Phillips 66 in Q4 2021 and has held it in 19 quarters since.
  • Guardian Wealth Management (Illinois)'s Phillips 66 position peaked at $1.77M in Q1 2024.
  • 653 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2026, filed 13 Jul 2026.