WESPAC Advisors’s Phillips 66 PSX Stock Holding History

WESPAC Advisors’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	$335K	Buy	+1,314	New	+$300K	0.17%	146
2025 Q2	–	Sell	-4,027	Closed	-$497K	–	188
2025 Q1	$497K	Sell	4,027 -158	-4%	-$19.5K	0.41%	93
2024 Q4	$477K	Buy	4,185 +235	+6%	+$29.9K	0.35%	99
2024 Q3	$519K	Buy	3,950 +222	+6%	+$30K	0.38%	89
2024 Q2	$526K	Sell	3,728 -3,903	-51%	-$578K	0.41%	85
2024 Q1	$1.25M	Sell	7,631 -209	-3%	-$30.1K	0.73%	45
2023 Q4	$1.04M	Sell	7,840 -232	-3%	-$27.7K	0.72%	47
2023 Q3	$970K	Buy	8,072 +98	+1%	+$11K	0.73%	48
2023 Q2	$761K	Buy	+7,974	New	+$775K	0.61%	57
2018 Q4	–	Sell	-22,111	Closed	-$2.49M	–	155
2018 Q3	$2.49M	Buy	+22,111	New	+$2.56M	1.45%	25
2014 Q4	–	Sell	-19,651	Closed	-$1.6M	–	149
2014 Q3	$1.6M	Buy	+19,651	New	+$1.64M	1.28%	24

Other funds holding PSX

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

AHT

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

Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

WESPAC Advisors's PSX Position: Q3 2026 in Review

WESPAC Advisors opened a new position in Phillips 66 (PSX) in Q3 2026: 1,314 shares worth $335K. The stake represents 0.17% of the portfolio and ranks #146 among its holdings. This is a return to the name: WESPAC Advisors previously reported a position in PSX as recently as Q1 2025.

WESPAC Advisors first reported a position in PSX in Q3 2014 and has held it in 11 quarters since. The position peaked at $2.49M in Q3 2018. 1,366 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

WESPAC Advisors held 1,314 shares of Phillips 66 worth $335K as of Q3 2026.
Phillips 66 was a new WESPAC Advisors position in Q3 2026.
Phillips 66 made up 0.17% of WESPAC Advisors's portfolio in Q3 2026, its #146 holding.
WESPAC Advisors first reported a position in Phillips 66 in Q3 2014 and has held it in 11 quarters since.
WESPAC Advisors's Phillips 66 position peaked at $2.49M in Q3 2018.
1,366 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on WESPAC Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.