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NWF Advisory Services’s Phillips 66 PSX Stock Holding History

NWF 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 		$221K Sell
1,305
-25
-2% -$4.3K 0.02% 381
2026
Q1 		$242K Buy
+1,330
New +$208K 0.03% 327

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

NWF Advisory Services's PSX Position: Q2 2026 in Review

NWF Advisory Services reduced its Phillips 66 (PSX) stake by 1.9% in Q2 2026, selling an estimated $4.3K and leaving 1,305 shares worth $221K. The position accounts for 0.02% of the portfolio, ranked #381.

NWF Advisory Services first reported a position in PSX in Q1 2026 and has held it in 2 quarters since. The position peaked at $242K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • NWF Advisory Services held 1,305 shares of Phillips 66 worth $221K as of Q2 2026.
  • NWF Advisory Services sold 25 Phillips 66 shares in Q2 2026, an estimated $4.3K.
  • Phillips 66 made up 0.02% of NWF Advisory Services's portfolio in Q2 2026, its #381 holding.
  • NWF Advisory Services first reported a position in Phillips 66 in Q1 2026 and has held it in 2 quarters since.
  • NWF Advisory Services's Phillips 66 position peaked at $242K in Q1 2026.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.