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San Luis Wealth Advisors’s Phillips 66 PSX Stock Holding History

San Luis 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 		$1.26M Sell
7,448
-29,927
-80% -$5.15M 0.19% 75
2026
Q1 		$6.81M Sell
37,375
-3,664
-9% -$574K 1.13% 27
2025
Q4 		$5.3M Buy
41,039
+1,931
+5% +$260K 0.89% 36
2025
Q3 		$5.32M Sell
39,108
-3,541
-8% -$454K 0.96% 34
2025
Q2 		$5.09M Buy
42,649
+37,743
+769% +$4.23M 1.09% 30
2025
Q1 		$606K Buy
+4,906
New +$605K 0.14% 79
2024
Q4 		– Sell
-5,153
Closed -$677K – 152
2024
Q3 		$677K Buy
5,153
+2,590
+101% +$350K 0.14% 78
2024
Q2 		$362K Buy
+2,563
New +$379K 0.09% 88
2023
Q3 		– Sell
-4,496
Closed -$429K – 137
2023
Q2 		$429K Sell
4,496
-11
-0.2% -$1.07K 0.15% 118
2023
Q1 		$457K Buy
+4,507
New +$458K 0.18% 112
2022
Q2 		– Sell
-7,937
Closed -$575K – 335
2022
Q1 		$575K Buy
+7,937
New +$668K 0.28% 77
2021
Q4 		– Sell
-15,339
Closed -$1.07M – 143
2021
Q3 		$1.07M Buy
+15,339
New +$1.11M 0.6% 49
2020
Q4 		$358K Buy
+5,121
New +$301K 0.23% 103

Other funds holding PSX

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

San Luis Wealth Advisors's PSX Position: Q2 2026 in Review

San Luis Wealth Advisors reduced its Phillips 66 (PSX) stake by 80% in Q2 2026, selling an estimated $5.15M and leaving 7,448 shares worth $1.26M. The position accounts for 0.19% of the portfolio, ranked #75.

San Luis Wealth Advisors first reported a position in PSX in Q4 2020 and has held it in 13 quarters since. The position peaked at $6.81M in Q1 2026. 355 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • San Luis Wealth Advisors held 7,448 shares of Phillips 66 worth $1.26M as of Q2 2026.
  • San Luis Wealth Advisors sold 29,927 Phillips 66 shares in Q2 2026, an estimated $5.15M.
  • Phillips 66 made up 0.19% of San Luis Wealth Advisors's portfolio in Q2 2026, its #75 holding.
  • San Luis Wealth Advisors first reported a position in Phillips 66 in Q4 2020 and has held it in 13 quarters since.
  • San Luis Wealth Advisors's Phillips 66 position peaked at $6.81M in Q1 2026.
  • 355 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.