Provenance Wealth Advisors’s Phillips 66 PSX Stock Holding History

Provenance 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	$1.01K	Buy	+6	New	+$1.03K	﹤0.01%	510

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Provenance Wealth Advisors opened a new position in Phillips 66 (PSX) in Q2 2026: 6 shares worth $1.01K. The stake represents ﹤0.01% of the portfolio and ranks #510 among its holdings.

912 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Provenance Wealth Advisors held 6 shares of Phillips 66 worth $1.01K as of Q2 2026.
Phillips 66 was a new Provenance Wealth Advisors position in Q2 2026.
Phillips 66 made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #510 holding.
912 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.