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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CFO4Life Group's PSX Position: Q1 2026 in Review

CFO4Life Group reduced its Phillips 66 (PSX) stake by 0.08% in Q1 2026, selling an estimated $313 and leaving 2,388 shares worth $435K. The position accounts for 0.07% of the portfolio, ranked #136.

CFO4Life Group first reported a position in PSX in Q2 2018 and has held it in 26 quarters since. The position peaked at $1.22M in Q1 2024. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • CFO4Life Group held 2,388 shares of Phillips 66 worth $435K as of Q1 2026.
  • CFO4Life Group sold 2 Phillips 66 shares in Q1 2026, an estimated $313.
  • Phillips 66 made up 0.07% of CFO4Life Group's portfolio in Q1 2026, its #136 holding.
  • CFO4Life Group first reported a position in Phillips 66 in Q2 2018 and has held it in 26 quarters since.
  • CFO4Life Group's Phillips 66 position peaked at $1.22M in Q1 2024.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on CFO4Life Group's 13F filing for Q1 2026, filed 11 May 2026.