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Sarver Vrooman Wealth Advisors’s Phillips 66 PSX Stock Holding History

Sarver Vrooman 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 		$95K Hold
533
– – 0.06% 32
2026
Q1 		$97.1K Hold
533
– – 0.06% 30
2025
Q4 		$68.8K Sell
533
-14
-3% -$1.88K 0.04% 37
2025
Q3 		$74.4K Hold
547
– – 0.05% 45
2025
Q2 		$65.3K Hold
547
– – 0.04% 50
2025
Q1 		$67.5K Buy
+547
New +$67.4K 0.04% 60

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
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
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

Sarver Vrooman Wealth Advisors's PSX Position: Q2 2026 in Review

Sarver Vrooman Wealth Advisors held its Phillips 66 (PSX) position steady in Q2 2026 at 533 shares worth $95K. The position accounts for 0.06% of the portfolio, ranked #32.

Sarver Vrooman Wealth Advisors first reported a position in PSX in Q1 2025 and has held it in 6 quarters since. The position peaked at $97.1K in Q1 2026. 517 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Sarver Vrooman Wealth Advisors held 533 shares of Phillips 66 worth $95K as of Q2 2026.
  • Sarver Vrooman Wealth Advisors left its Phillips 66 share count unchanged in Q2 2026.
  • Phillips 66 made up 0.06% of Sarver Vrooman Wealth Advisors's portfolio in Q2 2026, its #32 holding.
  • Sarver Vrooman Wealth Advisors first reported a position in Phillips 66 in Q1 2025 and has held it in 6 quarters since.
  • Sarver Vrooman Wealth Advisors's Phillips 66 position peaked at $97.1K in Q1 2026.
  • 517 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.