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 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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MSRPS

Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

Peterson Wealth Services's PSX Position: Q2 2026 in Review

Peterson Wealth Services reduced its Phillips 66 (PSX) stake by 0.44% in Q2 2026, selling an estimated $1.38K and leaving 1,799 shares worth $304K. The position accounts for 0.07% of the portfolio, ranked #111.

Peterson Wealth Services first reported a position in PSX in Q3 2024 and has held it in 8 quarters since. The position peaked at $329K in Q1 2026. 964 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Peterson Wealth Services held 1,799 shares of Phillips 66 worth $304K as of Q2 2026.
Peterson Wealth Services sold 8 Phillips 66 shares in Q2 2026, an estimated $1.38K.
Phillips 66 made up 0.07% of Peterson Wealth Services's portfolio in Q2 2026, its #111 holding.
Peterson Wealth Services first reported a position in Phillips 66 in Q3 2024 and has held it in 8 quarters since.
Peterson Wealth Services's Phillips 66 position peaked at $329K in Q1 2026.
964 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.