Center for Financial Planning’s Phillips 66 PSX Stock Holding History

Center for Financial Planning’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	$9.64K	Hold	57	–	–	﹤0.01%	502
2026 Q1	$10.4K	Hold	57	–	–	﹤0.01%	490
2025 Q4	$7.36K	Hold	57	–	–	﹤0.01%	525
2025 Q3	$7.75K	Hold	57	–	–	﹤0.01%	513
2025 Q2	$6.8K	Hold	57	–	–	﹤0.01%	492
2025 Q1	$7.04K	Hold	57	–	–	﹤0.01%	504
2024 Q4	$6.5K	Hold	57	–	–	﹤0.01%	463
2024 Q3	$7.49K	Hold	57	–	–	﹤0.01%	429
2024 Q2	$8.05K	Hold	57	–	–	﹤0.01%	419
2024 Q1	$9.31K	Buy	57 +50	+714%	+$7.21K	﹤0.01%	415
2023 Q4	$932	Hold	7	–	–	﹤0.01%	487
2023 Q3	$842	Hold	7	–	–	﹤0.01%	487
2023 Q2	$668	Hold	7	–	–	﹤0.01%	535
2023 Q1	$710	Hold	7	–	–	﹤0.01%	491
2022 Q4	$729	Hold	7	–	–	﹤0.01%	494
2022 Q3	$1K	Hold	7	–	–	﹤0.01%	611
2022 Q2	$1K	Hold	7	–	–	﹤0.01%	510
2022 Q1	$1K	Hold	7	–	–	﹤0.01%	516
2021 Q4	$1K	Hold	7	–	–	﹤0.01%	522
2021 Q3	$0	Hold	7	–	–	﹤0.01%	519
2021 Q2	$1K	Hold	7	–	–	﹤0.01%	483
2021 Q1	$1K	Hold	7	–	–	﹤0.01%	514
2020 Q4	$0	Hold	7	–	–	﹤0.01%	480
2020 Q3	$0	Hold	7	–	–	﹤0.01%	464
2020 Q2	$1K	Sell	7 -2,452	-100%	-$174K	﹤0.01%	432
2020 Q1	$132K	Hold	2,459	–	–	0.04%	124
2019 Q4	$274K	Buy	+2,459	New	+$276K	0.07%	97

Other funds holding PSX

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Center for Financial Planning's PSX Position: Q2 2026 in Review

Center for Financial Planning held its Phillips 66 (PSX) position steady in Q2 2026 at 57 shares worth $9.64K. The position accounts for ﹤0.01% of the portfolio, ranked #502.

Center for Financial Planning first reported a position in PSX in Q4 2019 and has held it in 27 quarters since. The position peaked at $274K in Q4 2019. 653 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Center for Financial Planning held 57 shares of Phillips 66 worth $9.64K as of Q2 2026.
Center for Financial Planning left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #502 holding.
Center for Financial Planning first reported a position in Phillips 66 in Q4 2019 and has held it in 27 quarters since.
Center for Financial Planning's Phillips 66 position peaked at $274K in Q4 2019.
653 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.