Valued Wealth Advisors’s Phillips 66 PSX Stock Holding History

Valued 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	$11.9K	Buy	71 +10	+16%	+$1.72K	﹤0.01%	281
2026 Q1	$11.2K	Buy	61 +37	+154%	+$5.8K	﹤0.01%	266
2025 Q4	$3.14K	Hold	24	–	–	﹤0.01%	357
2025 Q3	$3.29K	Hold	24	–	–	﹤0.01%	338
2025 Q2	$2.86K	Sell	24 -77	-76%	-$8.63K	﹤0.01%	346
2025 Q1	$12.5K	Sell	101 -1	-1%	-$123	0.01%	206
2024 Q4	$11.6K	Buy	102 +17	+20%	+$2.16K	0.01%	210
2024 Q3	$11.2K	Sell	85 -37	-30%	-$5K	0.01%	197
2024 Q2	$17.2K	Buy	122 +29	+31%	+$4.29K	0.01%	142
2024 Q1	$15.2K	Buy	93 +43	+86%	+$6.2K	0.01%	147
2023 Q4	$6.01K	Buy	+50	New	+$5.98K	0.01%	179

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

Valued Wealth Advisors's PSX Position: Q2 2026 in Review

Valued Wealth Advisors increased its Phillips 66 (PSX) stake by 16% in Q2 2026, buying an estimated $1.72K and bringing the position to 71 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #281.

Valued Wealth Advisors first reported a position in PSX in Q4 2023 and has held it in 11 quarters since. The position peaked at $17.2K in Q2 2024. 653 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Valued Wealth Advisors held 71 shares of Phillips 66 worth $11.9K as of Q2 2026.
Valued Wealth Advisors bought 10 Phillips 66 shares in Q2 2026, an estimated $1.72K.
Phillips 66 made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #281 holding.
Valued Wealth Advisors first reported a position in Phillips 66 in Q4 2023 and has held it in 11 quarters since.
Valued Wealth Advisors's Phillips 66 position peaked at $17.2K in Q2 2024.
653 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

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