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CMG Global Holdings’s Phillips 66 PSX Stock Holding History

CMG Global Holdings’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 		$216K Hold
1,278
– – 0.09% 100
2026
Q1 		$233K Buy
+1,278
New +$200K 0.11% 88
2024
Q3 		– Sell
-1,459
Closed -$206K – 98
2024
Q2 		$206K Hold
1,459
– – 0.14% 87
2024
Q1 		$238K Hold
1,459
– – 0.16% 80
2023
Q4 		$214K Buy
+1,459
New +$174K 0.16% 85

Other funds holding PSX

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

CMG Global Holdings's PSX Position: Q2 2026 in Review

CMG Global Holdings held its Phillips 66 (PSX) position steady in Q2 2026 at 1,278 shares worth $216K. The position accounts for 0.09% of the portfolio, ranked #100.

CMG Global Holdings first reported a position in PSX in Q4 2023 and has held it in 5 quarters since. The position peaked at $238K in Q1 2024. 1,026 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • CMG Global Holdings held 1,278 shares of Phillips 66 worth $216K as of Q2 2026.
  • CMG Global Holdings left its Phillips 66 share count unchanged in Q2 2026.
  • Phillips 66 made up 0.09% of CMG Global Holdings's portfolio in Q2 2026, its #100 holding.
  • CMG Global Holdings first reported a position in Phillips 66 in Q4 2023 and has held it in 5 quarters since.
  • CMG Global Holdings's Phillips 66 position peaked at $238K in Q1 2024.
  • 1,026 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on CMG Global Holdings's 13F filing for Q2 2026, filed 28 Jul 2026.