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

Wealth Enhancement Trust 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 		$867K Sell
5,126
-1,492
-23% -$257K 0.1% 166
2026
Q1 		$1.21M Hold
6,618
– – 0.15% 128
2025
Q4 		$854K Buy
+6,618
New +$891K 0.11% 151

Other funds holding PSX

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Wealth Enhancement Trust Services reduced its Phillips 66 (PSX) stake by 23% in Q2 2026, selling an estimated $257K and leaving 5,126 shares worth $867K. The position accounts for 0.1% of the portfolio, ranked #166.

Wealth Enhancement Trust Services first reported a position in PSX in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.21M in Q1 2026. 1,623 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Wealth Enhancement Trust Services held 5,126 shares of Phillips 66 worth $867K as of Q2 2026.
  • Wealth Enhancement Trust Services sold 1,492 Phillips 66 shares in Q2 2026, an estimated $257K.
  • Phillips 66 made up 0.1% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #166 holding.
  • Wealth Enhancement Trust Services first reported a position in Phillips 66 in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's Phillips 66 position peaked at $1.21M in Q1 2026.
  • 1,623 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

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