Decker Retirement Planning
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Decker Retirement Planning’s Phillips 66 PSX Stock Holding History

Decker Retirement 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
2026
Q3 		– Sell
-8
Closed -$1.35K – 457
2026
Q2 		$1.35K Buy
+8
New +$1.38K ﹤0.01% 363
2025
Q1 		– Sell
-26
Closed -$2.96K – 498
2024
Q4 		$2.96K Buy
+26
New +$3.31K ﹤0.01% 391

Other funds holding PSX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Decker Retirement Planning's PSX Position: Q3 2026 in Review

Decker Retirement Planning sold out of Phillips 66 (PSX) in Q3 2026, closing a stake of 8 shares — an estimated $1.35K sold.

Decker Retirement Planning first reported a position in PSX in Q4 2024 and held it in 2 quarters. The position peaked at $2.96K in Q4 2024. 2,097 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Decker Retirement Planning reported no remaining Phillips 66 position as of Q3 2026 after selling out during the quarter.
  • Decker Retirement Planning sold 8 Phillips 66 shares in Q3 2026, an estimated $1.35K.
  • Decker Retirement Planning first reported a position in Phillips 66 in Q4 2024 and held it in 2 quarters.
  • Decker Retirement Planning's Phillips 66 position peaked at $2.96K in Q4 2024.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Decker Retirement Planning's 13F filing for Q3 2026, filed 19 Oct 2026.