Peterson Wealth Services
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Peterson Wealth Services’s Phillips 66 PSX Stock Holding History

Peterson Wealth 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
Q3 		$531K Buy
2,079
+280
+16% +$64K 0.11% 97
2026
Q2 		$304K Sell
1,799
-8
-0.4% -$1.38K 0.07% 111
2026
Q1 		$329K Buy
1,807
+299
+20% +$46.9K 0.08% 108
2025
Q4 		$195K Sell
1,508
-2,093
-58% -$282K 0.05% 118
2025
Q3 		$205K Buy
3,601
+2,154
+149% +$276K 0.05% 120
2025
Q2 		$173K Sell
1,447
-153
-10% -$17.1K 0.05% 125
2025
Q1 		$198K Sell
1,600
-34
-2% -$4.19K 0.06% 120
2024
Q4 		$186K Buy
1,634
+16
+1% +$2.04K 0.06% 119
2024
Q3 		$213K Buy
+1,618
New +$218K 0.07% 118

Other funds holding PSX

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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

Peterson Wealth Services's PSX Position: Q3 2026 in Review

Peterson Wealth Services increased its Phillips 66 (PSX) stake by 16% in Q3 2026, buying an estimated $64K and bringing the position to 2,079 shares worth $531K. The position accounts for 0.11% of the portfolio, ranked #97.

Peterson Wealth Services first reported a position in PSX in Q3 2024 and has held it in 9 quarters since. 1,883 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Peterson Wealth Services held 2,079 shares of Phillips 66 worth $531K as of Q3 2026.
  • Peterson Wealth Services bought 280 Phillips 66 shares in Q3 2026, an estimated $64K.
  • Phillips 66 made up 0.11% of Peterson Wealth Services's portfolio in Q3 2026, its #97 holding.
  • Peterson Wealth Services first reported a position in Phillips 66 in Q3 2024 and has held it in 9 quarters since.
  • 1,883 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.