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Traveka Wealth’s Phillips 66 PSX Stock Holding History

Traveka 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 		$265K Buy
1,565
+30
+2% +$5.16K 0.09% 148
2026
Q1 		$280K Buy
+1,535
New +$241K 0.11% 134
2025
Q4 		– Sell
-1,518
Closed -$207K – 195
2025
Q3 		$207K Buy
+1,518
New +$194K 0.09% 162
2024
Q3 		– Sell
-1,467
Closed -$207K – 139
2024
Q2 		$207K Sell
1,467
-1
-0.1% -$148 0.1% 122
2024
Q1 		$240K Buy
+1,468
New +$212K 0.11% 103

Other funds holding PSX

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Traveka Wealth's PSX Position: Q2 2026 in Review

Traveka Wealth increased its Phillips 66 (PSX) stake by 2% in Q2 2026, buying an estimated $5.16K and bringing the position to 1,565 shares worth $265K. The position accounts for 0.09% of the portfolio, ranked #148.

Traveka Wealth first reported a position in PSX in Q1 2024 and has held it in 5 quarters since. The position peaked at $280K in Q1 2026. 1,030 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Traveka Wealth held 1,565 shares of Phillips 66 worth $265K as of Q2 2026.
  • Traveka Wealth bought 30 Phillips 66 shares in Q2 2026, an estimated $5.16K.
  • Phillips 66 made up 0.09% of Traveka Wealth's portfolio in Q2 2026, its #148 holding.
  • Traveka Wealth first reported a position in Phillips 66 in Q1 2024 and has held it in 5 quarters since.
  • Traveka Wealth's Phillips 66 position peaked at $280K in Q1 2026.
  • 1,030 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Traveka Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.