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Mid-American Wealth Advisory Group’s Phillips 66 PSX Stock Holding History

Mid-American Wealth Advisory Group’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
2025
Q3 		– Sell
-72
Closed -$8.59K – 250
2025
Q2 		$8.59K Buy
+72
New +$8.07K ﹤0.01% 188

Other funds holding PSX

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Mid-American Wealth Advisory Group's PSX Position: Q3 2025 in Review

Mid-American Wealth Advisory Group sold out of Phillips 66 (PSX) in Q3 2025, closing a stake of 72 shares — an estimated $8.59K sold.

Mid-American Wealth Advisory Group first reported a position in PSX in Q2 2025 and held it in 1 quarter. The position peaked at $8.59K in Q2 2025. 1,839 funds tracked by Wall St. Rank hold PSX as of Q3 2025.

  • Mid-American Wealth Advisory Group reported no remaining Phillips 66 position as of Q3 2025 after selling out during the quarter.
  • Mid-American Wealth Advisory Group sold 72 Phillips 66 shares in Q3 2025, an estimated $8.59K.
  • Mid-American Wealth Advisory Group first reported a position in Phillips 66 in Q2 2025 and held it in 1 quarter.
  • Mid-American Wealth Advisory Group's Phillips 66 position peaked at $8.59K in Q2 2025.
  • 1,839 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2025.

Based on Mid-American Wealth Advisory Group's 13F filing for Q3 2025, filed 20 Oct 2025.