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Retirement Wealth Solutions’s Phillips 66 PSX Stock Holding History

Retirement Wealth Solutions’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
Q3 		$6.64K Buy
26
+7
+37% +$1.6K ﹤0.01% 327
2026
Q2 		$3.21K Hold
19
– – ﹤0.01% 433
2026
Q1 		$3.46K Buy
+19
New +$2.98K ﹤0.01% 389

Other funds holding PSX

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
OKSA
O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

Retirement Wealth Solutions's PSX Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Phillips 66 (PSX) stake by 37% in Q3 2026, buying an estimated $1.6K and bringing the position to 26 shares worth $6.64K. The position accounts for ﹤0.01% of the portfolio, ranked #327.

Retirement Wealth Solutions first reported a position in PSX in Q1 2026 and has held it in 3 quarters since. 128 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Retirement Wealth Solutions held 26 shares of Phillips 66 worth $6.64K as of Q3 2026.
  • Retirement Wealth Solutions bought 7 Phillips 66 shares in Q3 2026, an estimated $1.6K.
  • Phillips 66 made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #327 holding.
  • Retirement Wealth Solutions first reported a position in Phillips 66 in Q1 2026 and has held it in 3 quarters since.
  • 128 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.