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Cooper Financial Group’s Phillips 66 PSX Stock Holding History

Cooper Financial 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
Q2 		$431K Buy
2,551
+453
+22% +$78K 0.04% 286
2026
Q1 		$382K Buy
2,098
+340
+19% +$53.3K 0.04% 286
2025
Q4 		$227K Buy
1,758
+4
+0.2% +$538 0.02% 349
2025
Q3 		$239K Sell
1,754
-150
-8% -$19.2K 0.03% 338
2025
Q2 		$227K Buy
1,904
+225
+13% +$25.2K 0.03% 342
2025
Q1 		$207K Buy
+1,679
New +$207K 0.03% 363
2024
Q3 		– Sell
-2,363
Closed -$334K – 401
2024
Q2 		$334K Buy
2,363
+618
+35% +$91.5K 0.05% 280
2024
Q1 		$285K Buy
1,745
+164
+10% +$23.6K 0.05% 296
2023
Q4 		$211K Buy
+1,581
New +$189K 0.04% 328
2023
Q1 		– Sell
-2,302
Closed -$240K – 317
2022
Q4 		$240K Buy
+2,302
New +$235K 0.07% 254

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 $3.37T AUM 44.26% 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

Cooper Financial Group's PSX Position: Q2 2026 in Review

Cooper Financial Group increased its Phillips 66 (PSX) stake by 22% in Q2 2026, buying an estimated $78K and bringing the position to 2,551 shares worth $431K. The position accounts for 0.04% of the portfolio, ranked #286.

Cooper Financial Group first reported a position in PSX in Q4 2022 and has held it in 10 quarters since. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Cooper Financial Group held 2,551 shares of Phillips 66 worth $431K as of Q2 2026.
  • Cooper Financial Group bought 453 Phillips 66 shares in Q2 2026, an estimated $78K.
  • Phillips 66 made up 0.04% of Cooper Financial Group's portfolio in Q2 2026, its #286 holding.
  • Cooper Financial Group first reported a position in Phillips 66 in Q4 2022 and has held it in 10 quarters since.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.