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Beacon Financial Group’s Phillips 66 PSX Stock Holding History

Beacon Financial 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 		$4.33M Sell
25,598
-411
-2% -$70.7K 0.39% 62
2026
Q1 		$4.74M Sell
26,009
-874
-3% -$137K 0.47% 55
2025
Q4 		$3.47M Sell
26,883
-956
-3% -$129K 0.35% 75
2025
Q3 		$3.79M Sell
27,839
-1,708
-6% -$219K 0.37% 72
2025
Q2 		$3.52M Sell
29,547
-1,912
-6% -$214K 0.37% 71
2025
Q1 		$3.88M Sell
31,459
-3,320
-10% -$409K 0.42% 61
2024
Q4 		$3.96M Sell
34,779
-2,758
-7% -$351K 0.43% 61
2024
Q3 		$4.93M Sell
37,537
-968
-3% -$131K 0.53% 52
2024
Q2 		$5.44M Sell
38,505
-1,959
-5% -$290K 0.62% 42
2024
Q1 		$6.61M Sell
40,464
-1,821
-4% -$262K 0.76% 32
2023
Q4 		$5.63M Buy
42,285
+120
+0.3% +$14.3K 0.69% 38
2023
Q3 		$4.81M Sell
42,165
-1,912
-4% -$215K 0.68% 39
2023
Q2 		$4.17M Sell
44,077
-375
-0.8% -$36.5K 0.57% 60
2023
Q1 		$4.67M Sell
44,452
-365
-0.8% -$37.1K 0.65% 53
2022
Q4 		$4.67M Sell
44,817
-261
-0.6% -$26.7K 0.64% 54
2022
Q3 		$3.63M Buy
45,078
+375
+0.8% +$32K 0.57% 54
2022
Q2 		$3.84M Sell
44,703
-378
-0.8% -$35K 0.57% 60
2022
Q1 		$3.99M Buy
45,081
+38
+0.1% +$3.2K 0.53% 61
2021
Q4 		$3.41M Sell
45,043
-761
-2% -$57.5K 0.44% 68
2021
Q3 		$3.2M Buy
45,804
+1,166
+3% +$84.4K 0.43% 71
2021
Q2 		$3.17M Sell
44,638
-203
-0.5% -$17.1K 0.45% 71
2021
Q1 		$3.32M Hold
44,841
– – 0.52% 63
2020
Q4 		$3.32M Sell
44,841
-766
-2% -$45K 0.52% 64
2020
Q3 		$2.36M Sell
45,607
-1,025
-2% -$62.5K 0.42% 70
2020
Q2 		$3.2M Buy
46,632
+695
+2% +$49.2K 0.62% 53
2020
Q1 		$2.49M Buy
45,937
+1,520
+3% +$124K 0.55% 51
2019
Q4 		$4.95M Sell
44,417
-10
-0% -$1.12K 0.62% 41
2019
Q3 		$4.61M Sell
44,427
-562
-1% -$56.3K 0.78% 42
2019
Q2 		$4.21M Buy
44,989
+35,315
+365% +$3.17M 0.72% 46
2019
Q1 		$921 Sell
9,674
-559
-5% -$53.1K 0.15% 111
2018
Q4 		$870K Hold
10,233
– – 0.16% 110
2018
Q3 		$1.15M Buy
10,233
+2
+0% +$231 0.19% 93
2018
Q2 		$1.15M Buy
10,231
+1
+0% +$112 0.19% 93
2018
Q1 		$981K Buy
10,230
+1
+0% +$97 0.17% 99
2017
Q4 		$1.03M Sell
10,229
-91,618
-90% -$8.71M 0.18% 94
2017
Q3 		$9.33M Sell
101,847
-178
-0.2% -$15.1K 1.68% 18
2017
Q2 		$8.35M Buy
102,025
+511
+0.5% +$40.1K 1.59% 23
2017
Q1 		$7.98M Buy
101,514
+3,071
+3% +$247K 1.52% 24
2016
Q4 		$8.51M Buy
98,443
+91,397
+1,297% +$7.6M 1.73% 19
2016
Q3 		$559K Sell
7,046
-1,599
-18% -$124K 0.12% 117
2016
Q2 		$689K Sell
8,645
-4,382
-34% -$358K 0.15% 93
2016
Q1 		$1.07M Hold
13,027
– – 0.23% 71
2015
Q4 		$1.07M Sell
13,027
-1,807
-12% -$156K 0.25% 70
2015
Q3 		$1.1M Buy
14,834
+426
+3% +$33.9K 0.27% 71
2015
Q2 		$1.13M Sell
14,408
-561
-4% -$44.6K 0.25% 69
2015
Q1 		$1.19M Buy
14,969
+688
+5% +$50.5K 0.26% 69
2014
Q4 		$1.04M Buy
14,281
+891
+7% +$65.7K 0.22% 81
2014
Q3 		$1.09M Sell
13,390
-137
-1% -$11.4K 0.24% 81
2014
Q2 		$1.1M Buy
13,527
+1,919
+17% +$158K 0.24% 79
2014
Q1 		$889K Buy
11,608
+618
+6% +$47.1K 0.18% 85
2013
Q4 		$821K Buy
+10,990
New +$733K 0.16% 99

Other funds holding PSX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
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
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
MSRPS
Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

Beacon Financial Group's PSX Position: Q2 2026 in Review

Beacon Financial Group reduced its Phillips 66 (PSX) stake by 1.6% in Q2 2026, selling an estimated $70.7K and leaving 25,598 shares worth $4.33M. The position accounts for 0.39% of the portfolio, ranked #62.

Beacon Financial Group first reported a position in PSX in Q4 2013 and has held it in 51 quarters since. The position peaked at $9.33M in Q3 2017. 964 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Beacon Financial Group held 25,598 shares of Phillips 66 worth $4.33M as of Q2 2026.
  • Beacon Financial Group sold 411 Phillips 66 shares in Q2 2026, an estimated $70.7K.
  • Phillips 66 made up 0.39% of Beacon Financial Group's portfolio in Q2 2026, its #62 holding.
  • Beacon Financial Group first reported a position in Phillips 66 in Q4 2013 and has held it in 51 quarters since.
  • Beacon Financial Group's Phillips 66 position peaked at $9.33M in Q3 2017.
  • 964 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.