Cannon Financial Strategists’s Phillips 66 PSX Stock Holding History

Cannon Financial Strategists’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	$680K	Buy	+4,024	New	+$693K	0.08%	65

Other funds holding PSX

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

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Cannon Financial Strategists's PSX Position: Q2 2026 in Review

Cannon Financial Strategists opened a new position in Phillips 66 (PSX) in Q2 2026: 4,024 shares worth $680K. The stake represents 0.08% of the portfolio and ranks #65 among its holdings.

1,311 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Cannon Financial Strategists held 4,024 shares of Phillips 66 worth $680K as of Q2 2026.
Phillips 66 was a new Cannon Financial Strategists position in Q2 2026.
Phillips 66 made up 0.08% of Cannon Financial Strategists's portfolio in Q2 2026, its #65 holding.
1,311 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Cannon Financial Strategists's 13F filing for Q2 2026, filed 7 Aug 2026.