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VAQUERO PRIVATE WEALTH, LTD’s Phillips 66 PSX Stock Holding History

VAQUERO PRIVATE WEALTH, LTD’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 		$120K Buy
+709
New +$122K 0.02% 167

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

VAQUERO PRIVATE WEALTH, LTD's PSX Position: Q2 2026 in Review

VAQUERO PRIVATE WEALTH, LTD opened a new position in Phillips 66 (PSX) in Q2 2026: 709 shares worth $120K. The stake represents 0.02% of the portfolio and ranks #167 among its holdings.

355 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • VAQUERO PRIVATE WEALTH, LTD held 709 shares of Phillips 66 worth $120K as of Q2 2026.
  • Phillips 66 was a new VAQUERO PRIVATE WEALTH, LTD position in Q2 2026.
  • Phillips 66 made up 0.02% of VAQUERO PRIVATE WEALTH, LTD's portfolio in Q2 2026, its #167 holding.
  • 355 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on VAQUERO PRIVATE WEALTH, LTD's 13F filing for Q2 2026, filed 17 Jul 2026.