Master's Wealth Management’s Phillips 66 PSX Stock Holding History

Master's Wealth Management’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	$929K	Sell	3,641 -41	-1%	-$9.37K	0.27%	25
2026 Q2	$622K	Buy	3,682 +137	+4%	+$23.6K	0.19%	33
2026 Q1	$646K	Buy	3,545 +299	+9%	+$46.9K	0.22%	28
2025 Q4	$419K	Buy	3,246 +425	+15%	+$57.2K	0.15%	37
2025 Q3	$384K	Sell	2,821 -570	-17%	-$73K	0.17%	27
2025 Q2	$405K	Buy	3,391 +981	+41%	+$110K	0.19%	25
2025 Q1	$298K	Buy	2,410 +22	+0.9%	+$2.71K	0.16%	29
2024 Q4	$272K	Buy	+2,388	New	+$304K	0.15%	31

Other funds holding PSX

AHT

Amanah Holdings Trust London $1.79B AUM 618.88% 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

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Master's Wealth Management's PSX Position: Q3 2026 in Review

Master's Wealth Management reduced its Phillips 66 (PSX) stake by 1.1% in Q3 2026, selling an estimated $9.37K and leaving 3,641 shares worth $929K. The position accounts for 0.27% of the portfolio, ranked #25.

Master's Wealth Management first reported a position in PSX in Q4 2024 and has held it in 8 quarters since. 725 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

Master's Wealth Management held 3,641 shares of Phillips 66 worth $929K as of Q3 2026.
Master's Wealth Management sold 41 Phillips 66 shares in Q3 2026, an estimated $9.37K.
Phillips 66 made up 0.27% of Master's Wealth Management's portfolio in Q3 2026, its #25 holding.
Master's Wealth Management first reported a position in Phillips 66 in Q4 2024 and has held it in 8 quarters since.
725 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Master's Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.