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Advisory Resource Group’s Phillips 66 PSX Stock Holding History

Advisory Resource 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 		$32.7M Sell
193,572
-14,544
-7% -$2.5M 4.92% 2
2026
Q1 		$37.9M Sell
208,116
-30,171
-13% -$4.73M 6.52% 2
2025
Q4 		$30.7M Sell
238,287
-1,211
-0.5% -$163K 5.41% 2
2025
Q3 		$32.6M Sell
239,498
-19,399
-7% -$2.49M 5.84% 2
2025
Q2 		$30.9M Buy
258,897
+2,570
+1% +$288K 5.94% 2
2025
Q1 		$31.7M Buy
256,327
+16,300
+7% +$2.01M 6.45% 2
2024
Q4 		$27.3M Sell
240,027
-1,500
-0.6% -$191K 5.8% 2
2024
Q3 		$31.7M Buy
241,527
+9,930
+4% +$1.34M 6.78% 2
2024
Q2 		$32.7M Sell
231,597
-1,045
-0.4% -$155K 7.38% 2
2024
Q1 		$38M Sell
232,642
-24,202
-9% -$3.49M 8.72% 2
2023
Q4 		$34.2M Sell
256,844
-18,425
-7% -$2.2M 8.53% 2
2023
Q3 		$33.1M Sell
275,269
-58,365
-17% -$6.55M 8.92% 2
2023
Q2 		$31.8M Buy
333,634
+12,933
+4% +$1.26M 8.65% 3
2023
Q1 		$32.5M Sell
320,701
-126
-0% -$12.8K 9.12% 3
2022
Q4 		$33.4M Sell
320,827
-4,007
-1% -$410K 9.93% 1
2022
Q3 		$26.2M Buy
324,834
+3,009
+0.9% +$256K 8.67% 3
2022
Q2 		$26.4M Sell
321,825
-34,285
-10% -$3.17M 8.64% 2
2022
Q1 		$30.8M Buy
356,110
+1,995
+0.6% +$168K 9.58% 2
2021
Q4 		$30M Buy
354,115
+4,350
+1% +$329K 10.02% 1
2021
Q3 		$24.5M Buy
349,765
+32,460
+10% +$2.35M 9.03% 2
2021
Q2 		$27.2M Buy
317,305
+562
+0.2% +$47.4K 10.89% 2
2021
Q1 		$25.8M Buy
316,743
+23,882
+8% +$1.87M 12.06% 2
2020
Q4 		$20.5M Sell
292,861
-1,243
-0.4% -$73K 10.16% 3
2020
Q3 		$15.2M Sell
294,104
-138
-0% -$8.42K 8.94% 3
2020
Q2 		$21.2M Sell
294,242
-22,795
-7% -$1.61M 13.04% 2
2020
Q1 		$17M Buy
317,037
+45,194
+17% +$3.68M 13.01% 1
2019
Q4 		$30.3M Sell
271,843
-15,968
-6% -$1.79M 17.06% 2
2019
Q3 		$29.5M Sell
287,811
-1,456
-0.5% -$146K 15.82% 2
2019
Q2 		$27.1M Buy
289,267
+1,006
+0.3% +$90.3K 14.83% 2
2019
Q1 		$24.4M Buy
288,261
+8,906
+3% +$847K 13.63% 2
2018
Q4 		$24.1M Buy
+279,355
New +$27.3M 14.77% 2

Other funds holding PSX

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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Advisory Resource Group's PSX Position: Q2 2026 in Review

Advisory Resource Group reduced its Phillips 66 (PSX) stake by 7% in Q2 2026, selling an estimated $2.5M and leaving 193,572 shares worth $32.7M. The position accounts for 4.92% of the portfolio, ranked #2.

Advisory Resource Group first reported a position in PSX in Q4 2018 and has held it in 31 quarters since. The position peaked at $38M in Q1 2024. 355 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Advisory Resource Group held 193,572 shares of Phillips 66 worth $32.7M as of Q2 2026.
  • Advisory Resource Group sold 14,544 Phillips 66 shares in Q2 2026, an estimated $2.5M.
  • Phillips 66 made up 4.92% of Advisory Resource Group's portfolio in Q2 2026, its #2 holding.
  • Advisory Resource Group first reported a position in Phillips 66 in Q4 2018 and has held it in 31 quarters since.
  • Advisory Resource Group's Phillips 66 position peaked at $38M in Q1 2024.
  • 355 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Advisory Resource Group's 13F filing for Q2 2026, filed 14 Jul 2026.