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Physician Wealth Advisors’s Phillips 66 PSX Stock Holding History

Physician Wealth 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 		$83.5K Buy
494
+45
+10% +$7.75K 0.01% 341
2026
Q1 		$81.7K Sell
449
-6
-1% -$940 0.01% 312
2025
Q4 		$58.7K Buy
455
+5
+1% +$673 0.01% 355
2025
Q3 		$61.3K Buy
450
+127
+39% +$16.3K 0.01% 341
2025
Q2 		$38.6K Buy
323
+53
+20% +$5.94K 0.01% 384
2025
Q1 		$33.3K Buy
270
+1
+0.4% +$123 0.01% 396
2024
Q4 		$30.6K Buy
+269
New +$34.2K 0.01% 422

Other funds holding PSX

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Physician Wealth Advisors's PSX Position: Q2 2026 in Review

Physician Wealth Advisors increased its Phillips 66 (PSX) stake by 10% in Q2 2026, buying an estimated $7.75K and bringing the position to 494 shares worth $83.5K. The position accounts for 0.01% of the portfolio, ranked #341.

Physician Wealth Advisors first reported a position in PSX in Q4 2024 and has held it in 7 quarters since. 1,026 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Physician Wealth Advisors held 494 shares of Phillips 66 worth $83.5K as of Q2 2026.
  • Physician Wealth Advisors bought 45 Phillips 66 shares in Q2 2026, an estimated $7.75K.
  • Phillips 66 made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #341 holding.
  • Physician Wealth Advisors first reported a position in Phillips 66 in Q4 2024 and has held it in 7 quarters since.
  • 1,026 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.