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LifeGoal Wealth Advisors’s Phillips 66 PSX Stock Holding History

LifeGoal 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 		$268K Buy
1,586
+410
+35% +$70.6K 0.12% 110
2026
Q1 		$207K Buy
+1,176
New +$184K 0.12% 110

Other funds holding PSX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
MSRPS
Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

LifeGoal Wealth Advisors's PSX Position: Q2 2026 in Review

LifeGoal Wealth Advisors increased its Phillips 66 (PSX) stake by 35% in Q2 2026, buying an estimated $70.6K and bringing the position to 1,586 shares worth $268K. The position accounts for 0.12% of the portfolio, ranked #110.

LifeGoal Wealth Advisors first reported a position in PSX in Q1 2026 and has held it in 2 quarters since. 962 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • LifeGoal Wealth Advisors held 1,586 shares of Phillips 66 worth $268K as of Q2 2026.
  • LifeGoal Wealth Advisors bought 410 Phillips 66 shares in Q2 2026, an estimated $70.6K.
  • Phillips 66 made up 0.12% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #110 holding.
  • LifeGoal Wealth Advisors first reported a position in Phillips 66 in Q1 2026 and has held it in 2 quarters since.
  • 962 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.