Perfromance Wealth Partners
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Perfromance Wealth Partners’s Phillips 66 PSX Stock Holding History

Perfromance Wealth Partners’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 		$317K Buy
1,241
+3
+0.2% +$685 0.01% 169
2026
Q2 		$209K Buy
1,238
+17
+1% +$2.93K 0.01% 226
2026
Q1 		$222K Buy
+1,221
New +$191K 0.01% 193

Other funds holding PSX

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Perfromance Wealth Partners's PSX Position: Q3 2026 in Review

Perfromance Wealth Partners increased its Phillips 66 (PSX) stake by 0.24% in Q3 2026, buying an estimated $685 and bringing the position to 1,241 shares worth $317K. The position accounts for 0.01% of the portfolio, ranked #169.

Perfromance Wealth Partners first reported a position in PSX in Q1 2026 and has held it in 3 quarters since. 1,854 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Perfromance Wealth Partners held 1,241 shares of Phillips 66 worth $317K as of Q3 2026.
  • Perfromance Wealth Partners bought 3 Phillips 66 shares in Q3 2026, an estimated $685.
  • Phillips 66 made up 0.01% of Perfromance Wealth Partners's portfolio in Q3 2026, its #169 holding.
  • Perfromance Wealth Partners first reported a position in Phillips 66 in Q1 2026 and has held it in 3 quarters since.
  • 1,854 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Perfromance Wealth Partners's 13F filing for Q3 2026, filed 12 Nov 2026.