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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
Q3 		$649K Sell
2,541
-10
-0.4% -$2.28K 0.05% 219
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

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
OKSA
O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

Cooper Financial Group's PSX Position: Q3 2026 in Review

Cooper Financial Group reduced its Phillips 66 (PSX) stake by 0.39% in Q3 2026, selling an estimated $2.28K and leaving 2,541 shares worth $649K. The position accounts for 0.05% of the portfolio, ranked #219.

Cooper Financial Group first reported a position in PSX in Q4 2022 and has held it in 11 quarters since. 128 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Cooper Financial Group held 2,541 shares of Phillips 66 worth $649K as of Q3 2026.
  • Cooper Financial Group sold 10 Phillips 66 shares in Q3 2026, an estimated $2.28K.
  • Phillips 66 made up 0.05% of Cooper Financial Group's portfolio in Q3 2026, its #219 holding.
  • Cooper Financial Group first reported a position in Phillips 66 in Q4 2022 and has held it in 11 quarters since.
  • 128 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.