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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → PSX
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC PSX Position History
Phillips 66 • Energy
Quarters held
6
Latest value
$43.3M
Q3 2026
Peak value
$43.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $18.2M |
| Q4 2025 | $20.6M |
| Q1 2026 | $21.9M |
| Q2 2026 | $27.2M |
| Q3 2026 | $1.8M |
| Q3 2026 | $43.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $43.3M | 174.8K | — | — |
| Q3 2026 | $1.8M | 6.5K | — | — |
| Q2 2026 | $27.2M | 165.3K | — | — |
| Q1 2026 | $21.9M | 144.6K | — | — |
| Q4 2025 | $20.6M | 151.2K | — | — |
| Q3 2025 | $18.2M | 137.2K | — | — |
Other funds holding PSX
$6.5B
$6.2B
$5.3B
$4.7B
$4.7B
$4.6B
$4.4B
$4.4B