MWA
PSX icon

Miller Wealth Advisors’s Phillips 66 PSX Stock Holding History

Miller 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 		$121K Hold
715
– – 0.05% 26
2026
Q1 		$130K Buy
715
+4
+0.6% +$627 0.05% 23
2025
Q4 		$91.7K Buy
711
+4
+0.6% +$538 0.03% 29
2025
Q3 		$96.1K Buy
707
+5
+0.7% +$641 0.04% 27
2025
Q2 		$83.8K Buy
702
+5
+0.7% +$560 0.04% 26
2025
Q1 		$86.1K Buy
697
+5
+0.7% +$616 0.05% 24
2024
Q4 		$78.9K Buy
692
+4
+0.6% +$509 0.04% 25
2024
Q3 		$91.7K Buy
688
+4
+0.6% +$540 0.05% 21
2024
Q2 		$96.5K Buy
684
+4
+0.6% +$592 0.05% 22
2024
Q1 		$111K Buy
680
+3
+0.4% +$432 0.07% 21
2023
Q4 		$90.1K Buy
677
+4
+0.6% +$478 0.06% 23
2023
Q3 		$80.8K Buy
673
+4
+0.6% +$449 0.06% 22
2023
Q2 		$63.8K Buy
669
+620
+1,265% +$60.3K 0.04% 22
2023
Q1 		$5K Sell
49
-1,057
-96% -$107K 0.02% 52
2022
Q4 		$105K Buy
1,106
+456
+70% +$46.6K 0.07% 23
2022
Q3 		$53K Hold
650
– – 0.04% 39
2022
Q2 		$53K Buy
650
+4
+0.6% +$370 0.04% 26
2022
Q1 		$56K Buy
646
+5
+0.8% +$421 0.04% 25
2021
Q4 		$46K Buy
+641
New +$48.5K 0.03% 28

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Miller Wealth Advisors held its Phillips 66 (PSX) position steady in Q2 2026 at 715 shares worth $121K. The position accounts for 0.05% of the portfolio, ranked #26.

Miller Wealth Advisors first reported a position in PSX in Q4 2021 and has held it in 19 quarters since. The position peaked at $130K in Q1 2026. 2,104 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Miller Wealth Advisors held 715 shares of Phillips 66 worth $121K as of Q2 2026.
  • Miller Wealth Advisors left its Phillips 66 share count unchanged in Q2 2026.
  • Phillips 66 made up 0.05% of Miller Wealth Advisors's portfolio in Q2 2026, its #26 holding.
  • Miller Wealth Advisors first reported a position in Phillips 66 in Q4 2021 and has held it in 19 quarters since.
  • Miller Wealth Advisors's Phillips 66 position peaked at $130K in Q1 2026.
  • 2,104 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Miller Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.