Meriwether Wealth & Planning’s Phillips 66 PSX Stock Holding History

Meriwether Wealth & Planning’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	$55.7K	Buy	+218	New	+$49.8K	0.03%	256

Other funds holding PSX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 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

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Meriwether Wealth & Planning's PSX Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Phillips 66 (PSX) in Q3 2026: 218 shares worth $55.7K. The stake represents 0.03% of the portfolio and ranks #256 among its holdings.

1,044 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

Meriwether Wealth & Planning held 218 shares of Phillips 66 worth $55.7K as of Q3 2026.
Phillips 66 was a new Meriwether Wealth & Planning position in Q3 2026.
Phillips 66 made up 0.03% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #256 holding.
1,044 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.