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Ares Financial Consulting’s Phillips 66 PSX Stock Holding History

Ares Financial Consulting’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 		$26.5K Buy
157
+20
+15% +$3.44K 0.02% 354
2026
Q1 		$24.1K Buy
137
+110
+407% +$17.2K 0.02% 354
2025
Q4 		$3.48K Buy
+27
New +$3.63K ﹤0.01% 549

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Sumitomo Mitsui Trust Group
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LSV Asset Management
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Truist Financial
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Citigroup
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Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Ares Financial Consulting's PSX Position: Q2 2026 in Review

Ares Financial Consulting increased its Phillips 66 (PSX) stake by 15% in Q2 2026, buying an estimated $3.44K and bringing the position to 157 shares worth $26.5K. The position accounts for 0.02% of the portfolio, ranked #354.

Ares Financial Consulting first reported a position in PSX in Q4 2025 and has held it in 3 quarters since. 1,188 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Ares Financial Consulting held 157 shares of Phillips 66 worth $26.5K as of Q2 2026.
  • Ares Financial Consulting bought 20 Phillips 66 shares in Q2 2026, an estimated $3.44K.
  • Phillips 66 made up 0.02% of Ares Financial Consulting's portfolio in Q2 2026, its #354 holding.
  • Ares Financial Consulting first reported a position in Phillips 66 in Q4 2025 and has held it in 3 quarters since.
  • 1,188 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.