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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 		$3.68K Sell
5
-710
-99% -$122K ﹤0.01% 98
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

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

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

Miller Wealth Advisors reduced its Phillips 66 (PSX) stake by 99% in Q2 2026, selling an estimated $122K and leaving 5 shares worth $3.68K. The position accounts for ﹤0.01% of the portfolio, ranked #98.

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

  • Miller Wealth Advisors held 5 shares of Phillips 66 worth $3.68K as of Q2 2026.
  • Miller Wealth Advisors sold 710 Phillips 66 shares in Q2 2026, an estimated $122K.
  • Phillips 66 made up ﹤0.01% of Miller Wealth Advisors's portfolio in Q2 2026, its #98 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.
  • 756 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.