N.E.W. Advisory Services’s Phillips 66 PSX Stock Holding History

N.E.W. Advisory Services’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	$48.8K	Buy	288 +2	+0.7%	+$344	﹤0.01%	379
2026 Q1	$52.2K	Buy	286 +217	+314%	+$34K	﹤0.01%	360
2025 Q4	$8.89K	Buy	69 +1	+1%	+$135	﹤0.01%	634
2025 Q3	$9.29K	Hold	68	–	–	﹤0.01%	593
2025 Q2	$8.07K	Buy	68 +1	+1%	+$112	﹤0.01%	591
2025 Q1	$8.27K	Buy	+67	New	+$8.26K	﹤0.01%	644

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

N.E.W. Advisory Services's PSX Position: Q2 2026 in Review

N.E.W. Advisory Services increased its Phillips 66 (PSX) stake by 0.7% in Q2 2026, buying an estimated $344 and bringing the position to 288 shares worth $48.8K. The position accounts for ﹤0.01% of the portfolio, ranked #379.

N.E.W. Advisory Services first reported a position in PSX in Q1 2025 and has held it in 6 quarters since. The position peaked at $52.2K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

N.E.W. Advisory Services held 288 shares of Phillips 66 worth $48.8K as of Q2 2026.
N.E.W. Advisory Services bought 2 Phillips 66 shares in Q2 2026, an estimated $344.
Phillips 66 made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #379 holding.
N.E.W. Advisory Services first reported a position in Phillips 66 in Q1 2025 and has held it in 6 quarters since.
N.E.W. Advisory Services's Phillips 66 position peaked at $52.2K in Q1 2026.
2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.