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Partners Wealth Management’s Phillips 66 PSX Stock Holding History

Partners Wealth Management’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 		$241K Sell
1,428
-127
-8% -$21.9K 0.24% 88
2026
Q1 		$283K Buy
1,555
+1
+0.1% +$157 0.29% 80
2025
Q4 		$200K Buy
1,554
+2
+0.1% +$269 0.21% 105
2025
Q3 		$211K Buy
+1,552
New +$199K 0.21% 114

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

Partners Wealth Management's PSX Position: Q2 2026 in Review

Partners Wealth Management reduced its Phillips 66 (PSX) stake by 8.2% in Q2 2026, selling an estimated $21.9K and leaving 1,428 shares worth $241K. The position accounts for 0.24% of the portfolio, ranked #88.

Partners Wealth Management first reported a position in PSX in Q3 2025 and has held it in 4 quarters since. The position peaked at $283K in Q1 2026. 582 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Partners Wealth Management held 1,428 shares of Phillips 66 worth $241K as of Q2 2026.
  • Partners Wealth Management sold 127 Phillips 66 shares in Q2 2026, an estimated $21.9K.
  • Phillips 66 made up 0.24% of Partners Wealth Management's portfolio in Q2 2026, its #88 holding.
  • Partners Wealth Management first reported a position in Phillips 66 in Q3 2025 and has held it in 4 quarters since.
  • Partners Wealth Management's Phillips 66 position peaked at $283K in Q1 2026.
  • 582 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Partners Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.