AAG
PSX icon

Armstrong Advisory Group’s Phillips 66 PSX Stock Holding History

Armstrong Advisory 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 		$168K Hold
993
– – 0.01% 275
2026
Q1 		$181K Sell
993
-247
-20% -$38.7K 0.01% 250
2025
Q4 		$160K Sell
1,240
-32
-3% -$4.31K 0.01% 251
2025
Q3 		$173K Sell
1,272
-89
-7% -$11.4K 0.01% 234
2025
Q2 		$162K Sell
1,361
-122
-8% -$13.7K 0.01% 229
2025
Q1 		$169K Hold
1,483
– – 0.01% 211
2024
Q4 		$169K Buy
1,483
+180
+14% +$22.9K 0.01% 211
2024
Q3 		$171K Buy
1,303
+123
+10% +$16.6K 0.01% 203
2024
Q2 		$167K Buy
1,180
+148
+14% +$21.9K 0.01% 202
2024
Q1 		$137K Hold
1,032
– – 0.01% 214
2023
Q4 		$137K Hold
1,032
– – 0.01% 214
2023
Q3 		$124K Hold
1,032
– – 0.01% 207
2023
Q2 		$98.4K Hold
1,032
– – 0.01% 238
2023
Q1 		$105K Sell
1,032
-62
-6% -$6.3K 0.01% 236
2022
Q4 		$114K Buy
+1,094
New +$112K 0.02% 221

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 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

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

Armstrong Advisory Group held its Phillips 66 (PSX) position steady in Q2 2026 at 993 shares worth $168K. The position accounts for 0.01% of the portfolio, ranked #275.

Armstrong Advisory Group first reported a position in PSX in Q4 2022 and has held it in 15 quarters since. The position peaked at $181K in Q1 2026. 455 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Armstrong Advisory Group held 993 shares of Phillips 66 worth $168K as of Q2 2026.
  • Armstrong Advisory Group left its Phillips 66 share count unchanged in Q2 2026.
  • Phillips 66 made up 0.01% of Armstrong Advisory Group's portfolio in Q2 2026, its #275 holding.
  • Armstrong Advisory Group first reported a position in Phillips 66 in Q4 2022 and has held it in 15 quarters since.
  • Armstrong Advisory Group's Phillips 66 position peaked at $181K in Q1 2026.
  • 455 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

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