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Virginia Wealth Management Group’s Phillips 66 PSX Stock Holding History

Virginia Wealth Management Group’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 		$6.37M Buy
37,694
+38
+0.1% +$6.54K 3.17% 5
2026
Q1 		$6.86M Buy
37,656
+6,938
+23% +$1.09M 3.67% 4
2025
Q4 		$3.96M Buy
30,718
+299
+1% +$40.2K 2.32% 23
2025
Q3 		$4.14M Buy
30,419
+573
+2% +$73.4K 2.38% 22
2025
Q2 		$3.56M Buy
29,846
+709
+2% +$79.4K 2.16% 27
2025
Q1 		$3.6M Sell
29,137
-1,176
-4% -$145K 2.22% 24
2024
Q4 		$3.45M Buy
30,313
+246
+0.8% +$31.3K 2.14% 26
2024
Q3 		$3.95M Buy
30,067
+5,604
+23% +$757K 2.48% 17
2024
Q2 		$3.45M Sell
24,463
-118
-0.5% -$17.5K 2.83% 7
2024
Q1 		$4.02M Sell
24,581
-4,147
-14% -$598K 3.28% 6
2023
Q4 		$3.82M Sell
28,728
-2,651
-8% -$317K 3.34% 4
2023
Q3 		$3.77M Sell
31,379
-642
-2% -$72.1K 2.55% 11
2023
Q2 		$3.05M Buy
32,021
+39
+0.1% +$3.79K 2.1% 22
2023
Q1 		$3.24M Sell
31,982
-1,845
-5% -$188K 2.22% 17
2022
Q4 		$3.52M Buy
33,827
+191
+0.6% +$19.5K 2.44% 12
2022
Q3 		$2.71M Buy
33,636
+2,318
+7% +$198K 2.03% 17
2022
Q2 		$2.57M Buy
31,318
+801
+3% +$74.1K 2.47% 14
2022
Q1 		$2.49M Buy
30,517
+3,183
+12% +$268K 2.23% 18
2021
Q4 		$1.98M Buy
+27,334
New +$2.07M 1.78% 25

Other funds holding PSX

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
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

Virginia Wealth Management Group's PSX Position: Q2 2026 in Review

Virginia Wealth Management Group increased its Phillips 66 (PSX) stake by 0.1% in Q2 2026, buying an estimated $6.54K and bringing the position to 37,694 shares worth $6.37M. The position accounts for 3.17% of the portfolio, ranked #5.

Virginia Wealth Management Group first reported a position in PSX in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.86M in Q1 2026. 653 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Virginia Wealth Management Group held 37,694 shares of Phillips 66 worth $6.37M as of Q2 2026.
  • Virginia Wealth Management Group bought 38 Phillips 66 shares in Q2 2026, an estimated $6.54K.
  • Phillips 66 made up 3.17% of Virginia Wealth Management Group's portfolio in Q2 2026, its #5 holding.
  • Virginia Wealth Management Group first reported a position in Phillips 66 in Q4 2021 and has held it in 19 quarters since.
  • Virginia Wealth Management Group's Phillips 66 position peaked at $6.86M in Q1 2026.
  • 653 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Virginia Wealth Management Group's 13F filing for Q2 2026, filed 22 Jul 2026.