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Abacus Planning Group’s Phillips 66 PSX Stock Holding History

Abacus Planning Group’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 		$331K Buy
1,958
+37
+2% +$6.37K 0.04% 191
2026
Q1 		$350K Sell
1,921
-68
-3% -$10.7K 0.05% 179
2025
Q4 		$257K Buy
1,989
+74
+4% +$9.96K 0.03% 216
2025
Q3 		$261K Buy
1,915
+160
+9% +$20.5K 0.04% 208
2025
Q2 		$209K Sell
1,755
-201
-10% -$22.5K 0.03% 228
2025
Q1 		$242K Buy
+1,956
New +$241K 0.04% 186
2024
Q3 		– Sell
-3,402
Closed -$480K – 232
2024
Q2 		$480K Buy
3,402
+30
+0.9% +$4.44K 0.09% 111
2024
Q1 		$551K Hold
3,372
– – 0.11% 101
2023
Q4 		$449K Hold
3,372
– – 0.09% 109
2023
Q3 		$405K Sell
3,372
-60
-2% -$6.73K 0.1% 111
2023
Q2 		$327K Hold
3,432
– – 0.08% 131
2023
Q1 		$348K Buy
3,432
+1,002
+41% +$102K 0.09% 121
2022
Q4 		$253K Sell
2,430
-1,000
-29% -$102K 0.07% 144
2022
Q3 		$277K Buy
+3,430
New +$292K 0.08% 134
2020
Q4 		– Sell
-5,554
Closed -$288K – 195
2020
Q3 		$288K Buy
5,554
+852
+18% +$52K 0.11% 122
2020
Q2 		$338K Buy
+4,702
New +$333K 0.14% 104
2020
Q1 		– Sell
-2,857
Closed -$318K – 177
2019
Q4 		$318K Sell
2,857
-187
-6% -$21K 0.15% 120
2019
Q3 		$312K Buy
3,044
+493
+19% +$49.4K 0.15% 119
2019
Q2 		$239K Buy
2,551
+320
+14% +$28.7K 0.14% 132
2019
Q1 		$212K Buy
+2,231
New +$212K 0.13% 139
2018
Q4 		– Sell
-2,219
Closed -$250K – 152
2018
Q3 		$250K Buy
2,219
+4
+0.2% +$462 0.17% 125
2018
Q2 		$248K Buy
+2,215
New +$249K 0.19% 119
2018
Q1 		– Sell
-2,684
Closed -$271K – 133
2017
Q4 		$271K Buy
+2,684
New +$255K 0.27% 80

Other funds holding PSX

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Abacus Planning Group's PSX Position: Q2 2026 in Review

Abacus Planning Group increased its Phillips 66 (PSX) stake by 1.9% in Q2 2026, buying an estimated $6.37K and bringing the position to 1,958 shares worth $331K. The position accounts for 0.04% of the portfolio, ranked #191.

Abacus Planning Group first reported a position in PSX in Q4 2017 and has held it in 23 quarters since. The position peaked at $551K in Q1 2024. 1,024 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Abacus Planning Group held 1,958 shares of Phillips 66 worth $331K as of Q2 2026.
  • Abacus Planning Group bought 37 Phillips 66 shares in Q2 2026, an estimated $6.37K.
  • Phillips 66 made up 0.04% of Abacus Planning Group's portfolio in Q2 2026, its #191 holding.
  • Abacus Planning Group first reported a position in Phillips 66 in Q4 2017 and has held it in 23 quarters since.
  • Abacus Planning Group's Phillips 66 position peaked at $551K in Q1 2024.
  • 1,024 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Abacus Planning Group's 13F filing for Q2 2026, filed 20 Jul 2026.