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WPG Advisers’s Phillips 66 PSX Stock Holding History

WPG Advisers’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 		$15.6K Buy
92
+10
+12% +$1.72K 0.01% 627
2026
Q1 		$14.9K Sell
82
-2
-2% -$313 0.01% 560
2025
Q4 		$10.8K Sell
84
-42
-33% -$5.65K 0.01% 679
2025
Q3 		$17.1K Buy
126
+14
+13% +$1.79K 0.01% 539
2025
Q2 		$13.4K Buy
112
+5
+5% +$560 0.01% 585
2025
Q1 		$13.2K Buy
107
+58
+118% +$7.15K 0.01% 571
2024
Q4 		$5.58K Buy
+49
New +$6.23K 0.01% 794

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

WPG Advisers's PSX Position: Q2 2026 in Review

WPG Advisers increased its Phillips 66 (PSX) stake by 12% in Q2 2026, buying an estimated $1.72K and bringing the position to 92 shares worth $15.6K. The position accounts for 0.01% of the portfolio, ranked #627.

WPG Advisers first reported a position in PSX in Q4 2024 and has held it in 7 quarters since. The position peaked at $17.1K in Q3 2025. 1,311 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • WPG Advisers held 92 shares of Phillips 66 worth $15.6K as of Q2 2026.
  • WPG Advisers bought 10 Phillips 66 shares in Q2 2026, an estimated $1.72K.
  • Phillips 66 made up 0.01% of WPG Advisers's portfolio in Q2 2026, its #627 holding.
  • WPG Advisers first reported a position in Phillips 66 in Q4 2024 and has held it in 7 quarters since.
  • WPG Advisers's Phillips 66 position peaked at $17.1K in Q3 2025.
  • 1,311 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.