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TrueNorth Wealth & Impact, LLC’s Phillips 66 PSX Stock Holding History

TrueNorth Wealth & Impact, LLC’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 		$1.65M Buy
+6,466
New +$1.48M 0.63% 35

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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

TrueNorth Wealth & Impact, LLC's PSX Position: Q3 2026 in Review

TrueNorth Wealth & Impact, LLC opened a new position in Phillips 66 (PSX) in Q3 2026: 6,466 shares worth $1.65M. The stake represents 0.63% of the portfolio and ranks #35 among its holdings.

2,097 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • TrueNorth Wealth & Impact, LLC held 6,466 shares of Phillips 66 worth $1.65M as of Q3 2026.
  • Phillips 66 was a new TrueNorth Wealth & Impact, LLC position in Q3 2026.
  • Phillips 66 made up 0.63% of TrueNorth Wealth & Impact, LLC's portfolio in Q3 2026, its #35 holding.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on TrueNorth Wealth & Impact, LLC's 13F filing for Q3 2026, filed 13 Nov 2026.