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Consolidated Planning Corp’s Phillips 66 PSX Stock Holding History

Consolidated Planning Corp’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 		$341K Sell
2,015
-145
-7% -$25K 0.05% 120
2026
Q1 		$393K Sell
2,160
-26
-1% -$4.07K 0.06% 105
2025
Q4 		$282K Sell
2,186
-5
-0.2% -$673 0.03% 181
2025
Q3 		$298K Sell
2,191
-8,338
-79% -$1.07M 0.03% 166
2025
Q2 		$1.26M Sell
10,529
-1,092
-9% -$122K 0.16% 107
2025
Q1 		$1.43M Sell
11,621
-1,721
-13% -$212K 0.2% 93
2024
Q4 		$1.52M Buy
13,342
+7,716
+137% +$982K 0.21% 82
2024
Q3 		$740K Buy
5,626
+2,720
+94% +$367K 0.11% 103
2024
Q2 		$410K Sell
2,906
-893
-24% -$132K 0.07% 122
2024
Q1 		$620K Buy
3,799
+1,762
+86% +$254K 0.11% 103
2023
Q4 		$271K Hold
2,037
– – 0.05% 135
2023
Q3 		$245K Buy
+2,037
New +$229K 0.05% 136
2021
Q4 		– Sell
-185
Closed -$13K – 353
2021
Q3 		$13K Buy
+185
New +$13.4K 0.01% 293

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 $3.38T AUM 44.17% 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

Consolidated Planning Corp's PSX Position: Q2 2026 in Review

Consolidated Planning Corp reduced its Phillips 66 (PSX) stake by 6.7% in Q2 2026, selling an estimated $25K and leaving 2,015 shares worth $341K. The position accounts for 0.05% of the portfolio, ranked #120.

Consolidated Planning Corp first reported a position in PSX in Q3 2021 and has held it in 13 quarters since. The position peaked at $1.52M in Q4 2024. 2,107 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Consolidated Planning Corp held 2,015 shares of Phillips 66 worth $341K as of Q2 2026.
  • Consolidated Planning Corp sold 145 Phillips 66 shares in Q2 2026, an estimated $25K.
  • Phillips 66 made up 0.05% of Consolidated Planning Corp's portfolio in Q2 2026, its #120 holding.
  • Consolidated Planning Corp first reported a position in Phillips 66 in Q3 2021 and has held it in 13 quarters since.
  • Consolidated Planning Corp's Phillips 66 position peaked at $1.52M in Q4 2024.
  • 2,107 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Consolidated Planning Corp's 13F filing for Q2 2026, filed 24 Jul 2026.