HWP
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Highline Wealth Partners’s Phillips 66 PSX Stock Holding History

Highline Wealth Partners’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 		$19.3K Buy
114
+44
+63% +$7.57K ﹤0.01% 404
2026
Q1 		$12.8K Buy
70
+4
+6% +$627 ﹤0.01% 394
2025
Q4 		$8.53K Hold
66
– – ﹤0.01% 431
2025
Q3 		$8.97K Hold
66
– – ﹤0.01% 433
2025
Q2 		$7.84K Sell
66
-41
-38% -$4.59K ﹤0.01% 370
2025
Q1 		$13.2K Buy
107
+77
+257% +$9.49K ﹤0.01% 264
2024
Q4 		$3.46K Sell
30
-3
-9% -$382 ﹤0.01% 391
2024
Q3 		$4.36K Sell
33
-29
-47% -$3.92K ﹤0.01% 359
2024
Q2 		$8.75K Buy
62
+32
+107% +$4.74K ﹤0.01% 238
2024
Q1 		$4.9K Hold
30
– – ﹤0.01% 272
2023
Q4 		$3.99K Hold
30
– – ﹤0.01% 258
2023
Q3 		$3.6K Hold
30
– – ﹤0.01% 241
2023
Q2 		$2.86K Hold
30
– – ﹤0.01% 214
2023
Q1 		$3.04K Sell
30
-36
-55% -$3.66K ﹤0.01% 207
2022
Q4 		$6.87K Buy
66
+36
+120% +$3.68K 0.01% 164
2022
Q3 		$2.42K Buy
+30
New +$2.56K ﹤0.01% 203

Other funds holding PSX

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Highline Wealth Partners's PSX Position: Q2 2026 in Review

Highline Wealth Partners increased its Phillips 66 (PSX) stake by 63% in Q2 2026, buying an estimated $7.57K and bringing the position to 114 shares worth $19.3K. The position accounts for ﹤0.01% of the portfolio, ranked #404.

Highline Wealth Partners first reported a position in PSX in Q3 2022 and has held it in 16 quarters since. 360 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Highline Wealth Partners held 114 shares of Phillips 66 worth $19.3K as of Q2 2026.
  • Highline Wealth Partners bought 44 Phillips 66 shares in Q2 2026, an estimated $7.57K.
  • Phillips 66 made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #404 holding.
  • Highline Wealth Partners first reported a position in Phillips 66 in Q3 2022 and has held it in 16 quarters since.
  • 360 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.