Mindset Wealth Management’s Phillips 66 PSX Stock Holding History

Mindset 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	$217K	Buy	+850	New	+$194K	0.04%	184

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

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

Mindset Wealth Management opened a new position in Phillips 66 (PSX) in Q3 2026: 850 shares worth $217K. The stake represents 0.04% of the portfolio and ranks #184 among its holdings.

725 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

Mindset Wealth Management held 850 shares of Phillips 66 worth $217K as of Q3 2026.
Phillips 66 was a new Mindset Wealth Management position in Q3 2026.
Phillips 66 made up 0.04% of Mindset Wealth Management's portfolio in Q3 2026, its #184 holding.
725 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Mindset Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.