Wealth Advisory Solutions
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Wealth Advisory Solutions’s Phillips 66 PSX Stock Holding History

Wealth Advisory Solutions’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
Q3 		$1.14M Sell
4,454
-25
-0.6% -$5.71K 0.23% 74
2026
Q2 		$757K Hold
4,479
– – 0.16% 80
2026
Q1 		$816K Hold
4,479
– – 0.18% 79
2025
Q4 		$578K Sell
4,479
-1,590
-26% -$214K 0.13% 82
2025
Q3 		$826K Sell
6,069
-40
-0.7% -$5.12K 0.2% 78
2025
Q2 		$729K Buy
6,109
+30
+0.5% +$3.36K 0.18% 79
2025
Q1 		$751K Sell
6,079
-2
-0% -$246 0.2% 76
2024
Q4 		$693K Sell
6,081
-836
-12% -$106K 0.19% 70
2024
Q3 		$909K Buy
6,917
+889
+15% +$120K 0.25% 63
2024
Q2 		$851K Hold
6,028
– – 0.23% 65
2024
Q1 		$985K Buy
+6,028
New +$869K 0.26% 66
2023
Q4 		– Sell
-6,105
Closed -$734K – 102
2023
Q3 		$734K Buy
+6,105
New +$685K 0.14% 84
2023
Q2 		– Sell
-8,199
Closed -$831K – 122
2023
Q1 		$831K Sell
8,199
-22,832
-74% -$2.32M 0.22% 74
2022
Q4 		$3.23M Sell
31,031
-1,545
-5% -$158K 0.87% 34
2022
Q3 		$2.63M Buy
32,576
+1,106
+4% +$94.3K 0.73% 43
2022
Q2 		$2.58M Buy
31,470
+747
+2% +$69.1K 0.63% 52
2022
Q1 		$2.65M Buy
+30,723
New +$2.58M 0.55% 52
2021
Q3 		$1.54M Buy
21,965
+1,072
+5% +$77.6K 0.34% 69
2021
Q2 		$1.79M Sell
20,893
-230
-1% -$19.4K 0.43% 65
2021
Q1 		$2M Buy
21,123
+14,276
+209% +$1.12M 0.42% 68
2020
Q4 		$478K Buy
6,847
+156
+2% +$9.16K 0.13% 99
2020
Q3 		$346K Sell
6,691
-3,947
-37% -$241K 0.09% 131
2020
Q2 		$764K Buy
10,638
+68
+0.6% +$4.81K 0.21% 89
2020
Q1 		$567K Buy
10,570
+5,380
+104% +$438K 0.19% 96
2019
Q4 		$578K Buy
+5,190
New +$583K 0.15% 109

Other funds holding PSX

ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Tran Capital Management
Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FVCM
F&V Capital Management Boca Raton, Florida $561M AUM 35.73% 1-Year Est. Return

Wealth Advisory Solutions's PSX Position: Q3 2026 in Review

Wealth Advisory Solutions reduced its Phillips 66 (PSX) stake by 0.56% in Q3 2026, selling an estimated $5.71K and leaving 4,454 shares worth $1.14M. The position accounts for 0.23% of the portfolio, ranked #74.

Wealth Advisory Solutions first reported a position in PSX in Q4 2019 and has held it in 25 quarters since. The position peaked at $3.23M in Q4 2022. 610 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Wealth Advisory Solutions held 4,454 shares of Phillips 66 worth $1.14M as of Q3 2026.
  • Wealth Advisory Solutions sold 25 Phillips 66 shares in Q3 2026, an estimated $5.71K.
  • Phillips 66 made up 0.23% of Wealth Advisory Solutions's portfolio in Q3 2026, its #74 holding.
  • Wealth Advisory Solutions first reported a position in Phillips 66 in Q4 2019 and has held it in 25 quarters since.
  • Wealth Advisory Solutions's Phillips 66 position peaked at $3.23M in Q4 2022.
  • 610 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Wealth Advisory Solutions's 13F filing for Q3 2026, filed 20 Oct 2026.