Wealth Dimensions Group’s Phillips 66 PSX Stock Holding History

Wealth Dimensions 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 Q3	$263K	Buy	+1,029	New	+$235K	0.04%	160

Other funds holding PSX

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Wealth Dimensions Group's PSX Position: Q3 2026 in Review

Wealth Dimensions Group opened a new position in Phillips 66 (PSX) in Q3 2026: 1,029 shares worth $263K. The stake represents 0.04% of the portfolio and ranks #160 among its holdings.

1,533 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

Wealth Dimensions Group held 1,029 shares of Phillips 66 worth $263K as of Q3 2026.
Phillips 66 was a new Wealth Dimensions Group position in Q3 2026.
Phillips 66 made up 0.04% of Wealth Dimensions Group's portfolio in Q3 2026, its #160 holding.
1,533 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Wealth Dimensions Group's 13F filing for Q3 2026, filed 2 Nov 2026.