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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
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 $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

Consolidated Planning Corp's PSX Position: Q1 2026 in Review

Consolidated Planning Corp reduced its Phillips 66 (PSX) stake by 1.2% in Q1 2026, selling an estimated $4.07K and leaving 2,160 shares worth $393K. The position accounts for 0.06% of the portfolio, ranked #105.

Consolidated Planning Corp first reported a position in PSX in Q3 2021 and has held it in 12 quarters since. The position peaked at $1.52M in Q4 2024. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Consolidated Planning Corp held 2,160 shares of Phillips 66 worth $393K as of Q1 2026.
  • Consolidated Planning Corp sold 26 Phillips 66 shares in Q1 2026, an estimated $4.07K.
  • Phillips 66 made up 0.06% of Consolidated Planning Corp's portfolio in Q1 2026, its #105 holding.
  • Consolidated Planning Corp first reported a position in Phillips 66 in Q3 2021 and has held it in 12 quarters since.
  • Consolidated Planning Corp's Phillips 66 position peaked at $1.52M in Q4 2024.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.