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PFW Advisors’s Phillips 66 PSX Stock Holding History

PFW 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 		– Sell
-16,771
Closed -$3.06M – 131
2026
Q1 		$3.06M Sell
16,771
-383
-2% -$60K 0.96% 20
2025
Q4 		$2.21M Sell
17,154
-1,334
-7% -$180K 0.67% 33
2025
Q3 		$2.51M Sell
18,488
-69
-0.4% -$8.84K 0.74% 30
2025
Q2 		$2.21M Sell
18,557
-425
-2% -$47.6K 0.68% 35
2025
Q1 		$2.34M Buy
18,982
+87
+0.5% +$10.7K 0.73% 35
2024
Q4 		$2.15M Buy
+18,895
New +$2.4M 0.66% 37
2024
Q2 		$2.7M Sell
19,141
-1,413
-7% -$209K 0.86% 22
2024
Q1 		$3.36M Sell
20,554
-296
-1% -$42.7K 1.03% 20
2023
Q4 		$2.78M Sell
20,850
-29
-0.1% -$3.47K 0.89% 22
2023
Q3 		$2.51M Hold
20,879
– – 0.89% 20
2023
Q2 		$2.44M Buy
+20,879
New +$2.03M 0.81% 21
2019
Q3 		$2.46M Buy
+18,750
New +$1.88M 0.75% 29

Other funds holding PSX

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
Assenagon Asset Management
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

PFW Advisors's PSX Position: Q2 2026 in Review

PFW Advisors sold out of Phillips 66 (PSX) in Q2 2026, closing a stake of 16,771 shares — an estimated $3.06M sold.

PFW Advisors first reported a position in PSX in Q3 2019 and held it in 12 quarters. The position peaked at $3.36M in Q1 2024. 410 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • PFW Advisors reported no remaining Phillips 66 position as of Q2 2026 after selling out during the quarter.
  • PFW Advisors sold 16,771 Phillips 66 shares in Q2 2026, an estimated $3.06M.
  • PFW Advisors first reported a position in Phillips 66 in Q3 2019 and held it in 12 quarters.
  • PFW Advisors's Phillips 66 position peaked at $3.36M in Q1 2024.
  • 410 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on PFW Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.