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Westfuller Advisors’s Phillips 66 PSX Stock Holding History

Westfuller 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
Q2 		– Sell
-35
Closed -$6.39K – 797
2026
Q1 		$6.39K Hold
35
– – ﹤0.01% 509
2025
Q4 		$4.49K Hold
35
– – ﹤0.01% 575
2025
Q3 		$4.69K Buy
+35
New +$4.48K ﹤0.01% 544

Other funds holding PSX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
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
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MSRPS
Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

Westfuller Advisors's PSX Position: Q2 2026 in Review

Westfuller Advisors sold out of Phillips 66 (PSX) in Q2 2026, closing a stake of 35 shares — an estimated $6.39K sold.

Westfuller Advisors first reported a position in PSX in Q3 2025 and held it in 3 quarters. The position peaked at $6.39K in Q1 2026. 962 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Westfuller Advisors reported no remaining Phillips 66 position as of Q2 2026 after selling out during the quarter.
  • Westfuller Advisors sold 35 Phillips 66 shares in Q2 2026, an estimated $6.39K.
  • Westfuller Advisors first reported a position in Phillips 66 in Q3 2025 and held it in 3 quarters.
  • Westfuller Advisors's Phillips 66 position peaked at $6.39K in Q1 2026.
  • 962 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.