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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Creative Planning's PSX Position: Q1 2026 in Review

Creative Planning increased its Phillips 66 (PSX) stake by 9.4% in Q1 2026, buying an estimated $4.14M and bringing the position to 307,033 shares worth $55.9M. The position accounts for 0.04% of the portfolio, ranked #200.

Creative Planning first reported a position in PSX in Q2 2013 and has held it in 52 quarters since. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

Creative Planning held 307,033 shares of Phillips 66 worth $55.9M as of Q1 2026.
Creative Planning bought 26,403 Phillips 66 shares in Q1 2026, an estimated $4.14M.
Phillips 66 made up 0.04% of Creative Planning's portfolio in Q1 2026, its #200 holding.
Creative Planning first reported a position in Phillips 66 in Q2 2013 and has held it in 52 quarters since.
2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.