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National Wealth Management Group’s Phillips 66 PSX Stock Holding History

National Wealth Management Group’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 		$210K Sell
1,244
-52
-4% -$8.95K 0.07% 217
2026
Q1 		$236K Buy
+1,296
New +$203K 0.09% 194
2025
Q4 		– Sell
-3,590
Closed -$488K – 278
2025
Q3 		$488K Buy
+3,590
New +$460K 0.18% 126
2023
Q1 		– Sell
-5,846
Closed -$608K – 159
2022
Q4 		$608K Buy
+5,846
New +$598K 0.73% 32

Other funds holding PSX

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
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

National Wealth Management Group's PSX Position: Q2 2026 in Review

National Wealth Management Group reduced its Phillips 66 (PSX) stake by 4% in Q2 2026, selling an estimated $8.95K and leaving 1,244 shares worth $210K. The position accounts for 0.07% of the portfolio, ranked #217.

National Wealth Management Group first reported a position in PSX in Q4 2022 and has held it in 4 quarters since. The position peaked at $608K in Q4 2022. 582 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • National Wealth Management Group held 1,244 shares of Phillips 66 worth $210K as of Q2 2026.
  • National Wealth Management Group sold 52 Phillips 66 shares in Q2 2026, an estimated $8.95K.
  • Phillips 66 made up 0.07% of National Wealth Management Group's portfolio in Q2 2026, its #217 holding.
  • National Wealth Management Group first reported a position in Phillips 66 in Q4 2022 and has held it in 4 quarters since.
  • National Wealth Management Group's Phillips 66 position peaked at $608K in Q4 2022.
  • 582 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.