Smallwood Wealth Investment Management’s Phillips 66 PSX Stock Holding History

Smallwood Wealth Investment 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
2026 Q2	$41.9K	Buy	248 +2	+0.8%	+$344	0.02%	207
2026 Q1	$44.9K	Buy	246 +2	+0.8%	+$313	0.02%	186
2025 Q4	$31.5K	Buy	244 +2	+0.8%	+$269	0.02%	220
2025 Q3	$33K	Buy	242 +2	+0.8%	+$256	0.02%	222
2025 Q2	$28.7K	Buy	240 +3	+1%	+$336	0.02%	219
2025 Q1	$29.3K	Buy	+237	New	+$29.2K	0.02%	208

Other funds holding PSX

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Smallwood Wealth Investment Management's PSX Position: Q2 2026 in Review

Smallwood Wealth Investment Management increased its Phillips 66 (PSX) stake by 0.81% in Q2 2026, buying an estimated $344 and bringing the position to 248 shares worth $41.9K. The position accounts for 0.02% of the portfolio, ranked #207.

Smallwood Wealth Investment Management first reported a position in PSX in Q1 2025 and has held it in 6 quarters since. The position peaked at $44.9K in Q1 2026. 855 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Smallwood Wealth Investment Management held 248 shares of Phillips 66 worth $41.9K as of Q2 2026.
Smallwood Wealth Investment Management bought 2 Phillips 66 shares in Q2 2026, an estimated $344.
Phillips 66 made up 0.02% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #207 holding.
Smallwood Wealth Investment Management first reported a position in Phillips 66 in Q1 2025 and has held it in 6 quarters since.
Smallwood Wealth Investment Management's Phillips 66 position peaked at $44.9K in Q1 2026.
855 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.