Moss Adams Wealth Advisors’s Phillips 66 PSX Stock Holding History

Moss Adams 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	$325K	Buy	1,923 +53	+3%	+$9.12K	0.02%	215
2026 Q1	$341K	Buy	1,870 +191	+11%	+$29.9K	0.02%	190
2025 Q4	$217K	Buy	1,679 +49	+3%	+$6.59K	0.02%	244
2025 Q3	$222K	Buy	+1,630	New	+$209K	0.02%	231
2025 Q2	–	Sell	-2,365	Closed	-$292K	–	262
2025 Q1	$292K	Buy	2,365 +419	+22%	+$51.6K	0.03%	166
2024 Q4	$222K	Sell	1,946 -297	-13%	-$37.8K	0.02%	185
2024 Q3	$295K	Buy	2,243 +247	+12%	+$33.4K	0.03%	145
2024 Q2	$282K	Buy	1,996 +36	+2%	+$5.33K	0.04%	126
2024 Q1	$320K	Buy	+1,960	New	+$282K	0.05%	103

Other funds holding PSX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MSRPS

Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Moss Adams Wealth Advisors's PSX Position: Q2 2026 in Review

Moss Adams Wealth Advisors increased its Phillips 66 (PSX) stake by 2.8% in Q2 2026, buying an estimated $9.12K and bringing the position to 1,923 shares worth $325K. The position accounts for 0.02% of the portfolio, ranked #215.

Moss Adams Wealth Advisors first reported a position in PSX in Q1 2024 and has held it in 9 quarters since. The position peaked at $341K in Q1 2026. 887 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Moss Adams Wealth Advisors held 1,923 shares of Phillips 66 worth $325K as of Q2 2026.
Moss Adams Wealth Advisors bought 53 Phillips 66 shares in Q2 2026, an estimated $9.12K.
Phillips 66 made up 0.02% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #215 holding.
Moss Adams Wealth Advisors first reported a position in Phillips 66 in Q1 2024 and has held it in 9 quarters since.
Moss Adams Wealth Advisors's Phillips 66 position peaked at $341K in Q1 2026.
887 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.