Wolff Wiese Magana’s Phillips 66 PSX Stock Holding History

Wolff Wiese Magana’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	$36.2K	Hold	214	–	–	0.02%	279
2026 Q1	$39K	Hold	214	–	–	0.02%	240
2025 Q4	$27.6K	Hold	214	–	–	0.02%	279
2025 Q3	$29.1K	Hold	214	–	–	0.02%	270
2025 Q2	$25.5K	Buy	214 +82	+62%	+$9.19K	0.02%	271
2025 Q1	$16.3K	Sell	132 -12	-8%	-$1.48K	0.01%	327
2024 Q4	$16.4K	Sell	144 -15	-9%	-$1.91K	0.01%	331
2024 Q3	$20.9K	Hold	159	–	–	0.01%	294
2024 Q2	$22.4K	Hold	159	–	–	0.02%	227
2024 Q1	$26K	Hold	159	–	–	0.02%	196
2023 Q4	$21.2K	Hold	159	–	–	0.02%	208
2023 Q3	$19.1K	Hold	159	–	–	0.02%	266
2023 Q2	$15.2K	Hold	159	–	–	0.01%	308
2023 Q1	$16.1K	Hold	159	–	–	0.01%	295
2022 Q4	$16.5K	Sell	159 -35	-18%	-$3.58K	0.01%	284
2022 Q3	$16K	Sell	194 -5	-3%	-$426	0.01%	423
2022 Q2	$16K	Buy	199 +15	+8%	+$1.39K	0.01%	450
2022 Q1	$16K	Hold	184	–	–	0.01%	470
2021 Q4	$13K	Hold	184	–	–	0.01%	502
2021 Q3	$13K	Hold	184	–	–	0.01%	488
2021 Q2	$16K	Hold	184	–	–	0.01%	431
2021 Q1	$15K	Hold	184	–	–	0.01%	427
2020 Q4	$13K	Buy	+184	New	+$10.8K	0.01%	417

Other funds holding PSX

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

TCM

Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Wolff Wiese Magana's PSX Position: Q2 2026 in Review

Wolff Wiese Magana held its Phillips 66 (PSX) position steady in Q2 2026 at 214 shares worth $36.2K. The position accounts for 0.02% of the portfolio, ranked #279.

Wolff Wiese Magana first reported a position in PSX in Q4 2020 and has held it in 23 quarters since. The position peaked at $39K in Q1 2026. 653 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Wolff Wiese Magana held 214 shares of Phillips 66 worth $36.2K as of Q2 2026.
Wolff Wiese Magana left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 0.02% of Wolff Wiese Magana's portfolio in Q2 2026, its #279 holding.
Wolff Wiese Magana first reported a position in Phillips 66 in Q4 2020 and has held it in 23 quarters since.
Wolff Wiese Magana's Phillips 66 position peaked at $39K in Q1 2026.
653 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.