Falcon Wealth Planning
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Falcon Wealth Planning’s Phillips 66 PSX Stock Holding History

Falcon Wealth 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 		$1.15M Buy
4,493
+146
+3% +$33.4K 0.07% 90
2026
Q2 		$735K Buy
4,347
+1,982
+84% +$341K 0.05% 120
2026
Q1 		$431K Buy
2,365
+644
+37% +$101K 0.03% 142
2025
Q4 		$222K Buy
+1,721
New +$232K 0.02% 197

Other funds holding PSX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Falcon Wealth Planning's PSX Position: Q3 2026 in Review

Falcon Wealth Planning increased its Phillips 66 (PSX) stake by 3.4% in Q3 2026, buying an estimated $33.4K and bringing the position to 4,493 shares worth $1.15M. The position accounts for 0.07% of the portfolio, ranked #90.

Falcon Wealth Planning first reported a position in PSX in Q4 2025 and has held it in 4 quarters since. 1,439 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Falcon Wealth Planning held 4,493 shares of Phillips 66 worth $1.15M as of Q3 2026.
  • Falcon Wealth Planning bought 146 Phillips 66 shares in Q3 2026, an estimated $33.4K.
  • Phillips 66 made up 0.07% of Falcon Wealth Planning's portfolio in Q3 2026, its #90 holding.
  • Falcon Wealth Planning first reported a position in Phillips 66 in Q4 2025 and has held it in 4 quarters since.
  • 1,439 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Falcon Wealth Planning's 13F filing for Q3 2026, filed 6 Nov 2026.