Cambridge Financial Group (Arizona)’s Phillips 66 PSX Stock Holding History

Cambridge Financial Group (Arizona)’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	$249K	Hold	1,471	–	–	0.08%	140
2026 Q1	$268K	Buy	+1,471	New	+$231K	0.09%	145
2025 Q4	–	Sell	-1,471	Closed	-$200K	–	176
2025 Q3	$200K	Buy	+1,471	New	+$188K	0.06%	164
2024 Q4	–	Sell	-2,300	Closed	-$302K	–	133
2024 Q3	$302K	Sell	2,300 -1,154	-33%	-$156K	0.13%	105
2024 Q2	$488K	Hold	3,454	–	–	0.22%	75
2024 Q1	$564K	Hold	3,454	–	–	0.27%	69
2023 Q4	$460K	Buy	+3,454	New	+$413K	0.24%	72

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cambridge Financial Group (Arizona)'s PSX Position: Q2 2026 in Review

Cambridge Financial Group (Arizona) held its Phillips 66 (PSX) position steady in Q2 2026 at 1,471 shares worth $249K. The position accounts for 0.08% of the portfolio, ranked #140.

Cambridge Financial Group (Arizona) first reported a position in PSX in Q4 2023 and has held it in 7 quarters since. The position peaked at $564K in Q1 2024. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Cambridge Financial Group (Arizona) held 1,471 shares of Phillips 66 worth $249K as of Q2 2026.
Cambridge Financial Group (Arizona) left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 0.08% of Cambridge Financial Group (Arizona)'s portfolio in Q2 2026, its #140 holding.
Cambridge Financial Group (Arizona) first reported a position in Phillips 66 in Q4 2023 and has held it in 7 quarters since.
Cambridge Financial Group (Arizona)'s Phillips 66 position peaked at $564K in Q1 2024.
2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Cambridge Financial Group (Arizona)'s 13F filing for Q2 2026, filed 14 Jul 2026.