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Nvest Wealth Strategies’s Phillips 66 PSX Stock Holding History

Nvest Wealth Strategies’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 		$339 Hold
2
– – ﹤0.01% 321
2026
Q1 		$365 Buy
+2
New +$313 ﹤0.01% 325

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
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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Nvest Wealth Strategies's PSX Position: Q2 2026 in Review

Nvest Wealth Strategies held its Phillips 66 (PSX) position steady in Q2 2026 at 2 shares worth $339. The position accounts for ﹤0.01% of the portfolio, ranked #321.

Nvest Wealth Strategies first reported a position in PSX in Q1 2026 and has held it in 2 quarters since. The position peaked at $365 in Q1 2026. 1,311 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Nvest Wealth Strategies held 2 shares of Phillips 66 worth $339 as of Q2 2026.
  • Nvest Wealth Strategies left its Phillips 66 share count unchanged in Q2 2026.
  • Phillips 66 made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #321 holding.
  • Nvest Wealth Strategies first reported a position in Phillips 66 in Q1 2026 and has held it in 2 quarters since.
  • Nvest Wealth Strategies's Phillips 66 position peaked at $365 in Q1 2026.
  • 1,311 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.