Action Point Financial Planning’s Phillips 66 PSX Stock Holding History

Action Point Financial Planning’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	$72K	Buy	+433	New	+$74.5K	0.01%	700

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Action Point Financial Planning's PSX Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Phillips 66 (PSX) in Q2 2026: 433 shares worth $72K. The stake represents 0.01% of the portfolio and ranks #700 among its holdings.

2,096 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Action Point Financial Planning held 433 shares of Phillips 66 worth $72K as of Q2 2026.
Phillips 66 was a new Action Point Financial Planning position in Q2 2026.
Phillips 66 made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #700 holding.
2,096 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.