Superior Planning, LLC’s Phillips 66 PSX Stock Holding History

Superior Planning, LLC’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	$56.7K	Buy	+222	New	+$50.7K	0.02%	345

Other funds holding PSX

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Superior Planning, LLC's PSX Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Phillips 66 (PSX) in Q3 2026: 222 shares worth $56.7K. The stake represents 0.02% of the portfolio and ranks #345 among its holdings.

1,811 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

Superior Planning, LLC held 222 shares of Phillips 66 worth $56.7K as of Q3 2026.
Phillips 66 was a new Superior Planning, LLC position in Q3 2026.
Phillips 66 made up 0.02% of Superior Planning, LLC's portfolio in Q3 2026, its #345 holding.
1,811 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.