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Beacon Financial Strategies’s Phillips 66 PSX Stock Holding History

Beacon Financial Strategies’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 		$23.3K Hold
138
– – 0.01% 142
2026
Q1 		$25.1K Hold
138
– – 0.01% 104
2025
Q4 		$17.8K Buy
+138
New +$18.6K 0.01% 125

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
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
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return

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

Beacon Financial Strategies held its Phillips 66 (PSX) position steady in Q2 2026 at 138 shares worth $23.3K. The position accounts for 0.01% of the portfolio, ranked #142.

Beacon Financial Strategies first reported a position in PSX in Q4 2025 and has held it in 3 quarters since. The position peaked at $25.1K in Q1 2026. 327 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Beacon Financial Strategies held 138 shares of Phillips 66 worth $23.3K as of Q2 2026.
  • Beacon Financial Strategies left its Phillips 66 share count unchanged in Q2 2026.
  • Phillips 66 made up 0.01% of Beacon Financial Strategies's portfolio in Q2 2026, its #142 holding.
  • Beacon Financial Strategies first reported a position in Phillips 66 in Q4 2025 and has held it in 3 quarters since.
  • Beacon Financial Strategies's Phillips 66 position peaked at $25.1K in Q1 2026.
  • 327 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.