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Asset Planning Inc’s Phillips 66 PSX Stock Holding History

Asset Planning Inc’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 		$184K Buy
1,088
+3
+0.3% +$516 0.12% 97
2026
Q1 		$198K Buy
1,085
+3
+0.3% +$470 0.14% 84
2025
Q4 		$140K Buy
1,082
+3
+0.3% +$404 0.1% 93
2025
Q3 		$147K Buy
1,079
+4
+0.4% +$512 0.11% 93
2025
Q2 		$128K Buy
1,075
+285
+36% +$31.9K 0.1% 96
2025
Q1 		$97.6K Buy
790
+3
+0.4% +$370 0.08% 104
2024
Q4 		$89.6K Buy
+787
New +$100K 0.07% 112

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Asset Planning Inc's PSX Position: Q2 2026 in Review

Asset Planning Inc increased its Phillips 66 (PSX) stake by 0.28% in Q2 2026, buying an estimated $516 and bringing the position to 1,088 shares worth $184K. The position accounts for 0.12% of the portfolio, ranked #97.

Asset Planning Inc first reported a position in PSX in Q4 2024 and has held it in 7 quarters since. The position peaked at $198K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Asset Planning Inc held 1,088 shares of Phillips 66 worth $184K as of Q2 2026.
  • Asset Planning Inc bought 3 Phillips 66 shares in Q2 2026, an estimated $516.
  • Phillips 66 made up 0.12% of Asset Planning Inc's portfolio in Q2 2026, its #97 holding.
  • Asset Planning Inc first reported a position in Phillips 66 in Q4 2024 and has held it in 7 quarters since.
  • Asset Planning Inc's Phillips 66 position peaked at $198K in Q1 2026.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.