StrongBox Wealth’s Phillips 66 PSX Stock Holding History

StrongBox Wealth’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	$42.3K	Buy	+250	New	+$43K	0.01%	181

Other funds holding PSX

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

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

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

StrongBox Wealth's PSX Position: Q2 2026 in Review

StrongBox Wealth opened a new position in Phillips 66 (PSX) in Q2 2026: 250 shares worth $42.3K. The stake represents 0.01% of the portfolio and ranks #181 among its holdings.

653 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

StrongBox Wealth held 250 shares of Phillips 66 worth $42.3K as of Q2 2026.
Phillips 66 was a new StrongBox Wealth position in Q2 2026.
Phillips 66 made up 0.01% of StrongBox Wealth's portfolio in Q2 2026, its #181 holding.
653 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

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