Creative Planning’s Phillips 66 PSX Stock Holding History

Creative Planning’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
2014 Q4	–	Sell	-100	Closed	-$5K	–	4306
2014 Q3	$5K	Buy	+100	New	+$8.32K	﹤0.01%	3306

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Creative Planning's PSX Position: Q2 2026 in Review

Creative Planning increased its Phillips 66 (PSX) stake by 8.9% in Q2 2026, buying an estimated $4.72M and bringing the position to 334,458 shares worth $56.5M. The position accounts for 0.03% of the portfolio, ranked #222.

Creative Planning first reported a position in PSX in Q2 2013 and has held it in 53 quarters since. 2,102 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Creative Planning held 334,458 shares of Phillips 66 worth $56.5M as of Q2 2026.
Creative Planning bought 27,425 Phillips 66 shares in Q2 2026, an estimated $4.72M.
Phillips 66 made up 0.03% of Creative Planning's portfolio in Q2 2026, its #222 holding.
Creative Planning first reported a position in Phillips 66 in Q2 2013 and has held it in 53 quarters since.
2,102 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.