Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Phillips 66 PSX Stock Holding History

Wealth Enhancement Advisory Services’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 		$43.3M Buy
174,760
+9,427
+6% +$2.15M 0.06% 268
2026
Q2 		$27.2M Buy
165,333
+20,752
+14% +$3.57M 0.05% 346
2026
Q1 		$21.9M Sell
144,581
-6,645
-4% -$1.04M 0.04% 367
2025
Q4 		$20.6M Buy
151,226
+14,038
+10% +$1.89M 0.03% 471
2025
Q3 		$18.2M Sell
137,188
-48,770
-26% -$6.25M 0.03% 475
2025
Q2 		$23.7M Buy
185,958
+27,024
+17% +$3.03M 0.04% 378
2025
Q1 		$19.6M Buy
158,934
+26,825
+20% +$3.31M 0.04% 403
2024
Q4 		$15.1M Buy
132,109
+8,821
+7% +$1.12M 0.03% 448
2024
Q3 		$16.2M Buy
123,288
+9,414
+8% +$1.27M 0.03% 394
2024
Q2 		$16.1M Sell
113,874
-8,408
-7% -$1.24M 0.04% 370
2024
Q1 		$20M Buy
122,282
+4,748
+4% +$684K 0.05% 322
2023
Q4 		$15.6M Buy
117,534
+19,181
+20% +$2.29M 0.05% 347
2023
Q3 		$11.8M Buy
98,353
+95,382
+3,210% +$10.7M 0.04% 371
2023
Q2 		$283K Sell
2,971
-94,562
-97% -$9.19M ﹤0.01% 446
2023
Q1 		$9.9M Buy
+97,533
New +$9.9M 0.12% 92
2022
Q4 		– Sell
-19,066
Closed -$1.76M – 361
2022
Q3 		$1.76M Buy
+19,066
New +$1.63M 0.03% 181
2020
Q1 		– Sell
-9,750
Closed -$1.09M – 263
2019
Q4 		$1.09M Buy
9,750
+1,074
+12% +$121K 0.04% 172
2019
Q3 		$924K Sell
8,676
-20,564
-70% -$2.06M 0.04% 167
2019
Q2 		$3.01M Buy
29,240
+18,465
+171% +$1.66M 0.13% 67
2019
Q1 		$1.05M Buy
10,775
+1,179
+12% +$112K 0.06% 137
2018
Q4 		$915K Buy
+9,596
New +$938K 0.06% 131
2018
Q1 		– Sell
-16,503
Closed -$1.73M – 174
2017
Q4 		$1.73M Buy
+16,503
New +$1.57M 0.12% 84
2017
Q2 		– Sell
-11,659
Closed -$914K – 181
2017
Q1 		$914K Sell
11,659
-30,607
-72% -$2.47M 0.1% 90
2016
Q4 		$3.65M Buy
42,266
+31,907
+308% +$2.65M 0.44% 40
2016
Q3 		$840K Buy
+10,359
New +$805K 0.13% 100

Other funds holding PSX

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Wealth Enhancement Advisory Services's PSX Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Phillips 66 (PSX) stake by 5.7% in Q3 2026, buying an estimated $2.15M and bringing the position to 174,760 shares worth $43.3M. The position accounts for 0.06% of the portfolio, ranked #268.

Wealth Enhancement Advisory Services first reported a position in PSX in Q3 2016 and has held it in 25 quarters since. 1,854 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Wealth Enhancement Advisory Services held 174,760 shares of Phillips 66 worth $43.3M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 9,427 Phillips 66 shares in Q3 2026, an estimated $2.15M.
  • Phillips 66 made up 0.06% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #268 holding.
  • Wealth Enhancement Advisory Services first reported a position in Phillips 66 in Q3 2016 and has held it in 25 quarters since.
  • 1,854 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

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