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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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. 2,102 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.
  • 2,102 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.