Weaver Consulting Group’s Phillips 66 PSX Stock Holding History

Weaver Consulting 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	$655K	Sell	2,564 -87	-3%	-$19.9K	0.13%	142
2026 Q2	$448K	Sell	2,651 -50	-2%	-$8.61K	0.09%	177
2026 Q1	$492K	Sell	2,701 -475	-15%	-$74.4K	0.12%	148
2025 Q4	$410K	Hold	3,176	–	–	0.1%	162
2025 Q3	$432K	Sell	3,176 -183	-5%	-$23.4K	0.11%	149
2025 Q2	$401K	Sell	3,359 -318	-9%	-$35.6K	0.11%	145
2025 Q1	$454K	Sell	3,677 -35	-0.9%	-$4.31K	0.14%	130
2024 Q4	$423K	Sell	3,712 -10	-0.3%	-$1.27K	0.13%	128
2024 Q3	$489K	Sell	3,722 -900	-19%	-$122K	0.16%	115
2024 Q2	$652K	Sell	4,622 -400	-8%	-$59.2K	0.23%	85
2024 Q1	$820K	Hold	5,022	–	–	0.3%	72
2023 Q4	$669K	Sell	5,022 -50	-1%	-$5.98K	0.27%	71
2023 Q3	$609K	Sell	5,072 -25	-0.5%	-$2.81K	0.28%	66
2023 Q2	$486K	Buy	5,097 +2	+0%	+$194	0.21%	83
2023 Q1	$517K	Hold	5,095	–	–	0.24%	75
2022 Q4	$530K	Sell	5,095 -100	-2%	-$10.2K	0.27%	69
2022 Q3	$419K	Buy	5,195 +1	+0%	+$85	0.24%	83
2022 Q2	$426K	Sell	5,194 -305	-6%	-$28.2K	0.24%	85
2022 Q1	$475K	Hold	5,499	–	–	0.23%	81
2021 Q4	$398K	Buy	5,499 +50	+0.9%	+$3.78K	0.19%	97
2021 Q3	$382K	Buy	5,449 +62	+1%	+$4.49K	0.21%	95
2021 Q2	$462K	Sell	5,387 -424	-7%	-$35.8K	0.26%	77
2021 Q1	$474K	Hold	5,811	–	–	0.29%	67
2020 Q4	$406K	Buy	5,811 +5,000	+617%	+$294K	0.25%	78
2020 Q3	$42K	Hold	811	–	–	0.02%	287
2020 Q2	$58K	Hold	811	–	–	0.03%	242
2020 Q1	$44K	Sell	811 -250	-24%	-$20.3K	0.03%	237
2019 Q4	$109K	Buy	1,061 +200	+23%	+$22.5K	0.06%	163
2019 Q3	$89K	Sell	861 -50	-5%	-$5.01K	0.05%	171
2019 Q2	$85K	Hold	911	–	–	0.05%	166
2019 Q1	$78K	Buy	+911	New	+$86.6K	0.02%	374

Other funds holding PSX

AHT

Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Weaver Consulting Group's PSX Position: Q3 2026 in Review

Weaver Consulting Group reduced its Phillips 66 (PSX) stake by 3.3% in Q3 2026, selling an estimated $19.9K and leaving 2,564 shares worth $655K. The position accounts for 0.13% of the portfolio, ranked #142.

Weaver Consulting Group first reported a position in PSX in Q1 2019 and has held it in 31 quarters since. The position peaked at $820K in Q1 2024. 702 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

Weaver Consulting Group held 2,564 shares of Phillips 66 worth $655K as of Q3 2026.
Weaver Consulting Group sold 87 Phillips 66 shares in Q3 2026, an estimated $19.9K.
Phillips 66 made up 0.13% of Weaver Consulting Group's portfolio in Q3 2026, its #142 holding.
Weaver Consulting Group first reported a position in Phillips 66 in Q1 2019 and has held it in 31 quarters since.
Weaver Consulting Group's Phillips 66 position peaked at $820K in Q1 2024.
702 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Weaver Consulting Group's 13F filing for Q3 2026, filed 7 Oct 2026.