Pension & Wealth Management Advisors’s Phillips 66 PSX Stock Holding History

Pension & Wealth Management Advisors’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	$16.9K	Buy	+100	New	+$17.2K	﹤0.01%	409

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Pension & Wealth Management Advisors's PSX Position: Q2 2026 in Review

Pension & Wealth Management Advisors opened a new position in Phillips 66 (PSX) in Q2 2026: 100 shares worth $16.9K. The stake represents ﹤0.01% of the portfolio and ranks #409 among its holdings.

2,002 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Pension & Wealth Management Advisors held 100 shares of Phillips 66 worth $16.9K as of Q2 2026.
Phillips 66 was a new Pension & Wealth Management Advisors position in Q2 2026.
Phillips 66 made up ﹤0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #409 holding.
2,002 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.