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Mowery & Schoenfeld Wealth Management’s Phillips 66 PSX Stock Holding History

Mowery & Schoenfeld 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
Q2 		– Sell
-57
Closed -$10.4K – 380
2026
Q1 		$10.4K Sell
57
-13
-19% -$2.04K 0.02% 219
2025
Q4 		$9.03K Buy
+70
New +$9.42K 0.01% 257
2025
Q1 		– Sell
-96
Closed -$10.9K – 543
2024
Q4 		$10.9K Buy
+96
New +$12.2K 0.02% 220

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's PSX Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of Phillips 66 (PSX) in Q2 2026, closing a stake of 57 shares — an estimated $10.4K sold.

Mowery & Schoenfeld Wealth Management first reported a position in PSX in Q4 2024 and held it in 3 quarters. The position peaked at $10.9K in Q4 2024. 1,450 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining Phillips 66 position as of Q2 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 57 Phillips 66 shares in Q2 2026, an estimated $10.4K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Phillips 66 in Q4 2024 and held it in 3 quarters.
  • Mowery & Schoenfeld Wealth Management's Phillips 66 position peaked at $10.9K in Q4 2024.
  • 1,450 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.