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
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 		$9.89M Buy
+97,533
New +$9.92M 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

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
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
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services's PSX Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Phillips 66 (PSX) stake by 14% in Q2 2026, buying an estimated $3.57M and bringing the position to 165,333 shares worth $27.2M. The position accounts for 0.05% of the portfolio, ranked #346.

Wealth Enhancement Advisory Services first reported a position in PSX in Q3 2016 and has held it in 24 quarters since. 355 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Wealth Enhancement Advisory Services held 165,333 shares of Phillips 66 worth $27.2M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 20,752 Phillips 66 shares in Q2 2026, an estimated $3.57M.
  • Phillips 66 made up 0.05% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #346 holding.
  • Wealth Enhancement Advisory Services first reported a position in Phillips 66 in Q3 2016 and has held it in 24 quarters since.
  • 355 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.