BFSG LLC’s Phillips 66 PSX Stock Holding History

BFSG LLC’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	$3.38K	Hold	20	–	–	﹤0.01%	661
2026 Q1	$3.64K	Sell	20 -15	-43%	-$2.35K	﹤0.01%	640
2025 Q4	$4.52K	Sell	35 -40	-53%	-$5.38K	﹤0.01%	601
2025 Q3	$10.2K	Buy	+75	New	+$9.61K	﹤0.01%	539
2025 Q2	–	Sell	-103	Closed	-$12.7K	–	698
2025 Q1	$12.7K	Hold	103	–	–	﹤0.01%	482
2024 Q4	$11.7K	Hold	103	–	–	﹤0.01%	488
2024 Q3	$13.5K	Hold	103	–	–	﹤0.01%	474
2024 Q2	$14.5K	Hold	103	–	–	﹤0.01%	447
2024 Q1	$16.8K	Sell	103 -498	-83%	-$71.8K	﹤0.01%	448
2023 Q4	$80K	Buy	+601	New	+$71.8K	0.01%	317

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

BFSG LLC's PSX Position: Q2 2026 in Review

BFSG LLC held its Phillips 66 (PSX) position steady in Q2 2026 at 20 shares worth $3.38K. The position accounts for ﹤0.01% of the portfolio, ranked #661.

BFSG LLC first reported a position in PSX in Q4 2023 and has held it in 10 quarters since. The position peaked at $80K in Q4 2023. 517 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

BFSG LLC held 20 shares of Phillips 66 worth $3.38K as of Q2 2026.
BFSG LLC left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up ﹤0.01% of BFSG LLC's portfolio in Q2 2026, its #661 holding.
BFSG LLC first reported a position in Phillips 66 in Q4 2023 and has held it in 10 quarters since.
BFSG LLC's Phillips 66 position peaked at $80K in Q4 2023.
517 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.