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CFO4Life Group’s Phillips 66 PSX Stock Holding History

CFO4Life 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 		$398K Sell
2,351
-37
-2% -$6.37K 0.05% 153
2026
Q1 		$435K Sell
2,388
-2
-0.1% -$313 0.07% 136
2025
Q4 		$308K Sell
2,390
-4
-0.2% -$538 0.04% 172
2025
Q3 		$326K Buy
2,394
+19
+0.8% +$2.43K 0.05% 163
2025
Q2 		$283K Sell
2,375
-87
-4% -$9.75K 0.04% 177
2025
Q1 		$304K Buy
2,462
+25
+1% +$3.08K 0.05% 156
2024
Q4 		$278K Sell
2,437
-53
-2% -$6.74K 0.05% 162
2024
Q3 		$327K Buy
2,490
+38
+2% +$5.13K 0.06% 150
2024
Q2 		$346K Sell
2,452
-5,018
-67% -$743K 0.07% 138
2024
Q1 		$1.22M Sell
7,470
-1,116
-13% -$161K 0.22% 56
2023
Q4 		$1.14M Sell
8,586
-134
-2% -$16K 0.22% 59
2023
Q3 		$1.05M Sell
8,720
-104
-1% -$11.7K 0.24% 53
2023
Q2 		$842K Sell
8,824
-418
-5% -$40.6K 0.18% 63
2023
Q1 		$937K Sell
9,242
-200
-2% -$20.3K 0.21% 51
2022
Q4 		$983K Buy
9,442
+6,716
+246% +$687K 0.21% 62
2022
Q3 		$220K Buy
2,726
+65
+2% +$5.54K 0.06% 125
2022
Q2 		$220K Buy
2,661
+44
+2% +$4.07K 0.05% 132
2022
Q1 		$226K Buy
+2,617
New +$220K 0.05% 139
2021
Q3 		– Sell
-2,579
Closed -$221K – 153
2021
Q2 		$221K Hold
2,579
– – 0.05% 130
2021
Q1 		$210K Buy
+2,579
New +$202K 0.05% 136
2020
Q1 		– Sell
-2,636
Closed -$294K – 133
2019
Q4 		$294K Sell
2,636
-242
-8% -$27.2K 0.12% 97
2019
Q3 		$295K Sell
2,878
-76
-3% -$7.62K 0.13% 92
2019
Q2 		$276K Hold
2,954
– – 0.13% 94
2019
Q1 		$281K Sell
2,954
-476
-14% -$45.2K 0.13% 92
2018
Q4 		$295K Sell
3,430
-105
-3% -$10.3K 0.13% 90
2018
Q3 		$398K Sell
3,535
-158
-4% -$18.3K 0.18% 86
2018
Q2 		$414K Buy
+3,693
New +$415K 0.17% 87

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CFO4Life Group's PSX Position: Q2 2026 in Review

CFO4Life Group reduced its Phillips 66 (PSX) stake by 1.5% in Q2 2026, selling an estimated $6.37K and leaving 2,351 shares worth $398K. The position accounts for 0.05% of the portfolio, ranked #153.

CFO4Life Group first reported a position in PSX in Q2 2018 and has held it in 27 quarters since. The position peaked at $1.22M in Q1 2024. 2,102 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • CFO4Life Group held 2,351 shares of Phillips 66 worth $398K as of Q2 2026.
  • CFO4Life Group sold 37 Phillips 66 shares in Q2 2026, an estimated $6.37K.
  • Phillips 66 made up 0.05% of CFO4Life Group's portfolio in Q2 2026, its #153 holding.
  • CFO4Life Group first reported a position in Phillips 66 in Q2 2018 and has held it in 27 quarters since.
  • CFO4Life Group's Phillips 66 position peaked at $1.22M in Q1 2024.
  • 2,102 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on CFO4Life Group's 13F filing for Q2 2026, filed 12 Aug 2026.