Turtle Creek Wealth Advisors’s Phillips 66 PSX Stock Holding History

Turtle Creek 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	$333K	Buy	1,973 +84	+4%	+$14.5K	0.02%	345
2026 Q1	$344K	Buy	1,889 +301	+19%	+$47.2K	0.03%	298
2025 Q4	$205K	Buy	1,588 +7	+0.4%	+$942	0.02%	381
2025 Q3	$215K	Buy	+1,581	New	+$203K	0.02%	338
2024 Q1	–	Sell	-890	Closed	-$118K	–	664
2023 Q4	$118K	Buy	+890	New	+$106K	0.03%	181

Other funds holding PSX

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Turtle Creek Wealth Advisors's PSX Position: Q2 2026 in Review

Turtle Creek Wealth Advisors increased its Phillips 66 (PSX) stake by 4.4% in Q2 2026, buying an estimated $14.5K and bringing the position to 1,973 shares worth $333K. The position accounts for 0.02% of the portfolio, ranked #345.

Turtle Creek Wealth Advisors first reported a position in PSX in Q4 2023 and has held it in 5 quarters since. The position peaked at $344K in Q1 2026. 1,083 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Turtle Creek Wealth Advisors held 1,973 shares of Phillips 66 worth $333K as of Q2 2026.
Turtle Creek Wealth Advisors bought 84 Phillips 66 shares in Q2 2026, an estimated $14.5K.
Phillips 66 made up 0.02% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #345 holding.
Turtle Creek Wealth Advisors first reported a position in Phillips 66 in Q4 2023 and has held it in 5 quarters since.
Turtle Creek Wealth Advisors's Phillips 66 position peaked at $344K in Q1 2026.
1,083 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.