QWM
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Quaker Wealth Management’s Phillips 66 PSX Stock Holding History

Quaker Wealth Management’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
2025
Q2 		– Sell
-612
Closed -$75.6K – 1501
2025
Q1 		$75.6K Buy
+612
New +$75.4K 0.03% 116

Other funds holding PSX

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

Quaker Wealth Management's PSX Position: Q2 2026 in Review

Quaker Wealth Management held its Phillips 66 (PSX) position steady in Q2 2026 at 308 shares worth $52.1K. The position accounts for 0.02% of the portfolio, ranked #163.

Quaker Wealth Management first reported a position in PSX in Q2 2025 and has held it in 5 quarters since. The position peaked at $72.2K in Q3 2025. 796 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Quaker Wealth Management held 308 shares of Phillips 66 worth $52.1K as of Q2 2026.
  • Quaker Wealth Management left its Phillips 66 share count unchanged in Q2 2026.
  • Phillips 66 made up 0.02% of Quaker Wealth Management's portfolio in Q2 2026, its #163 holding.
  • Quaker Wealth Management first reported a position in Phillips 66 in Q2 2025 and has held it in 5 quarters since.
  • Quaker Wealth Management's Phillips 66 position peaked at $72.2K in Q3 2025.
  • 796 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

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