CGC Financial Services’s Phillips 66 PSX Stock Holding History

CGC Financial Services’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	$4.73K	Hold	28	–	–	﹤0.01%	264
2026 Q1	$5.1K	Hold	28	–	–	﹤0.01%	252
2025 Q4	$3.61K	Hold	28	–	–	﹤0.01%	276
2025 Q3	$3.81K	Hold	28	–	–	﹤0.01%	272
2025 Q2	$3.34K	Hold	28	–	–	﹤0.01%	264
2025 Q1	$3.46K	Hold	28	–	–	﹤0.01%	257
2024 Q4	$3.19K	Hold	28	–	–	﹤0.01%	266
2024 Q3	$3.68K	Hold	28	–	–	﹤0.01%	256
2024 Q2	$3.95K	Hold	28	–	–	﹤0.01%	252
2024 Q1	$4.57K	Hold	28	–	–	﹤0.01%	251
2023 Q4	$3.73K	Hold	28	–	–	﹤0.01%	271
2023 Q3	$3.36K	Hold	28	–	–	﹤0.01%	228
2023 Q2	$2.67K	Buy	+28	New	+$2.72K	﹤0.01%	255

Other funds holding PSX

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

CGC Financial Services's PSX Position: Q2 2026 in Review

CGC Financial Services held its Phillips 66 (PSX) position steady in Q2 2026 at 28 shares worth $4.73K. The position accounts for ﹤0.01% of the portfolio, ranked #264.

CGC Financial Services first reported a position in PSX in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.1K in Q1 2026. 517 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

CGC Financial Services held 28 shares of Phillips 66 worth $4.73K as of Q2 2026.
CGC Financial Services left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up ﹤0.01% of CGC Financial Services's portfolio in Q2 2026, its #264 holding.
CGC Financial Services first reported a position in Phillips 66 in Q2 2023 and has held it in 13 quarters since.
CGC Financial Services's Phillips 66 position peaked at $5.1K in Q1 2026.
517 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.