Petros Family Wealth’s Phillips 66 PSX Stock Holding History

Petros Family Wealth’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	$1.51M	Buy	8,918 +276	+3%	+$47.5K	0.92%	30
2026 Q1	$1.57M	Buy	8,642 +1,226	+17%	+$192K	1.12%	25
2025 Q4	$957K	Buy	7,416 +1,965	+36%	+$264K	0.64%	47
2025 Q3	$741K	Buy	5,451 +411	+8%	+$52.7K	0.62%	45
2025 Q2	$601K	Sell	5,040 -69	-1%	-$7.73K	0.55%	51
2025 Q1	$631K	Sell	5,109 -289	-5%	-$35.6K	0.7%	45
2024 Q4	$615K	Buy	+5,398	New	+$687K	0.66%	42

Other funds holding PSX

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 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

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

Petros Family Wealth's PSX Position: Q2 2026 in Review

Petros Family Wealth increased its Phillips 66 (PSX) stake by 3.2% in Q2 2026, buying an estimated $47.5K and bringing the position to 8,918 shares worth $1.51M. The position accounts for 0.92% of the portfolio, ranked #30.

Petros Family Wealth first reported a position in PSX in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.57M in Q1 2026. 717 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Petros Family Wealth held 8,918 shares of Phillips 66 worth $1.51M as of Q2 2026.
Petros Family Wealth bought 276 Phillips 66 shares in Q2 2026, an estimated $47.5K.
Phillips 66 made up 0.92% of Petros Family Wealth's portfolio in Q2 2026, its #30 holding.
Petros Family Wealth first reported a position in Phillips 66 in Q4 2024 and has held it in 7 quarters since.
Petros Family Wealth's Phillips 66 position peaked at $1.57M in Q1 2026.
717 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

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