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Berger Financial Group’s Phillips 66 PSX Stock Holding History

Berger 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 		$374K Buy
2,211
+2
+0.1% +$344 0.02% 343
2026
Q1 		$402K Sell
2,209
-79
-3% -$12.4K 0.02% 316
2025
Q4 		$295K Sell
2,288
-163
-7% -$21.9K 0.02% 376
2025
Q3 		$333K Sell
2,451
-141
-5% -$18.1K 0.02% 331
2025
Q2 		$309K Sell
2,592
-530
-17% -$59.4K 0.02% 330
2025
Q1 		$386K Sell
3,122
-36,794
-92% -$4.53M 0.03% 295
2024
Q4 		$4.55M Buy
39,916
+893
+2% +$114K 0.31% 82
2024
Q3 		$5.13M Buy
39,023
+14
+0% +$1.89K 0.37% 70
2024
Q2 		$5.51M Sell
39,009
-254
-0.6% -$37.6K 0.44% 53
2024
Q1 		$6.41M Sell
39,263
-5,924
-13% -$854K 0.53% 42
2023
Q4 		$6.02M Sell
45,187
-1,245
-3% -$149K 0.62% 37
2023
Q3 		$5.58M Sell
46,432
-114
-0.2% -$12.8K 0.64% 35
2023
Q2 		$4.44M Sell
46,546
-1,201
-3% -$117K 0.5% 60
2023
Q1 		$4.84M Sell
47,747
-9,179
-16% -$933K 0.58% 43
2022
Q4 		$5.92M Buy
56,926
+386
+0.7% +$39.5K 0.78% 31
2022
Q3 		$4.56M Buy
56,540
+1,519
+3% +$129K 0.67% 36
2022
Q2 		$4.51M Buy
55,021
+1
+0% +$93 0.66% 43
2022
Q1 		$4.75M Buy
+55,020
New +$4.63M 0.6% 44

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Berger Financial Group increased its Phillips 66 (PSX) stake by 0.09% in Q2 2026, buying an estimated $344 and bringing the position to 2,211 shares worth $374K. The position accounts for 0.02% of the portfolio, ranked #343.

Berger Financial Group first reported a position in PSX in Q1 2022 and has held it in 18 quarters since. The position peaked at $6.41M in Q1 2024. 1,393 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Berger Financial Group held 2,211 shares of Phillips 66 worth $374K as of Q2 2026.
  • Berger Financial Group bought 2 Phillips 66 shares in Q2 2026, an estimated $344.
  • Phillips 66 made up 0.02% of Berger Financial Group's portfolio in Q2 2026, its #343 holding.
  • Berger Financial Group first reported a position in Phillips 66 in Q1 2022 and has held it in 18 quarters since.
  • Berger Financial Group's Phillips 66 position peaked at $6.41M in Q1 2024.
  • 1,393 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.