Next Level Wealth Planning’s Phillips 66 PSX Stock Holding History

Next Level Wealth Planning’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	$36K	Buy	+141	New	+$32.2K	0.01%	203

Other funds holding PSX

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Next Level Wealth Planning's PSX Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Phillips 66 (PSX) in Q3 2026: 141 shares worth $36K. The stake represents 0.01% of the portfolio and ranks #203 among its holdings.

1,439 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

Next Level Wealth Planning held 141 shares of Phillips 66 worth $36K as of Q3 2026.
Phillips 66 was a new Next Level Wealth Planning position in Q3 2026.
Phillips 66 made up 0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #203 holding.
1,439 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.