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Cornerstone Planning Group’s Phillips 66 PSX Stock Holding History

Cornerstone Planning 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 		$44.4K Buy
210
+17
+9% +$2.93K 0.01% 433
2026
Q1 		$34.7K Buy
193
+34
+21% +$5.33K ﹤0.01% 498
2025
Q4 		$22.6K Buy
159
+157
+7,850% +$21.1K ﹤0.01% 556
2025
Q3 		$76 Sell
2
-207
-99% -$26.5K ﹤0.01% 1663
2025
Q2 		$25.5K Sell
209
-50
-19% -$5.6K 0.01% 365
2025
Q1 		$26.6K Buy
259
+47
+22% +$5.79K 0.01% 347
2024
Q4 		$26.1K Sell
212
-13
-6% -$1.65K 0.01% 272
2024
Q3 		$27.7K Sell
225
-26
-10% -$3.51K 0.01% 257
2024
Q2 		$32.9K Sell
251
-20
-7% -$2.96K 0.01% 253
2024
Q1 		$38.8K Buy
271
+8
+3% +$1.15K 0.01% 203
2023
Q4 		$35K Hold
263
– – 0.01% 232
2023
Q3 		$31.5K Buy
263
+151
+135% +$16.9K 0.01% 246
2023
Q2 		$10.7K Buy
+112
New +$10.9K ﹤0.01% 629
2022
Q4 		$31.7K Buy
+303
New +$31K 0.01% 342

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Cornerstone Planning Group's PSX Position: Q2 2026 in Review

Cornerstone Planning Group increased its Phillips 66 (PSX) stake by 8.8% in Q2 2026, buying an estimated $2.93K and bringing the position to 210 shares worth $44.4K. The position accounts for 0.01% of the portfolio, ranked #433.

Cornerstone Planning Group first reported a position in PSX in Q4 2022 and has held it in 14 quarters since. 1,393 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Cornerstone Planning Group held 210 shares of Phillips 66 worth $44.4K as of Q2 2026.
  • Cornerstone Planning Group bought 17 Phillips 66 shares in Q2 2026, an estimated $2.93K.
  • Phillips 66 made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #433 holding.
  • Cornerstone Planning Group first reported a position in Phillips 66 in Q4 2022 and has held it in 14 quarters since.
  • 1,393 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.