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Birch Financial Group’s Phillips 66 PSX Stock Holding History

Birch 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 		$2.73M Sell
16,126
-8
-0% -$1.38K 1.4% 19
2026
Q1 		$2.94M Sell
16,134
-7
-0% -$1.1K 1.72% 14
2025
Q4 		$2.08M Buy
16,141
+7
+0% +$942 1.19% 19
2025
Q3 		$2.19M Buy
+16,134
New +$2.07M 1.29% 20

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

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

Birch Financial Group reduced its Phillips 66 (PSX) stake by 0.05% in Q2 2026, selling an estimated $1.38K and leaving 16,126 shares worth $2.73M. The position accounts for 1.4% of the portfolio, ranked #19.

Birch Financial Group first reported a position in PSX in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.94M in Q1 2026. 1,310 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Birch Financial Group held 16,126 shares of Phillips 66 worth $2.73M as of Q2 2026.
  • Birch Financial Group sold 8 Phillips 66 shares in Q2 2026, an estimated $1.38K.
  • Phillips 66 made up 1.4% of Birch Financial Group's portfolio in Q2 2026, its #19 holding.
  • Birch Financial Group first reported a position in Phillips 66 in Q3 2025 and has held it in 4 quarters since.
  • Birch Financial Group's Phillips 66 position peaked at $2.94M in Q1 2026.
  • 1,310 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.