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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
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

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Falcon Wealth Planning's PSX Position: Q2 2026 in Review

Falcon Wealth Planning increased its Phillips 66 (PSX) stake by 84% in Q2 2026, buying an estimated $341K and bringing the position to 4,347 shares worth $735K. The position accounts for 0.05% of the portfolio, ranked #120.

Falcon Wealth Planning first reported a position in PSX in Q4 2025 and has held it in 3 quarters since. 848 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Falcon Wealth Planning held 4,347 shares of Phillips 66 worth $735K as of Q2 2026.
  • Falcon Wealth Planning bought 1,982 Phillips 66 shares in Q2 2026, an estimated $341K.
  • Phillips 66 made up 0.05% of Falcon Wealth Planning's portfolio in Q2 2026, its #120 holding.
  • Falcon Wealth Planning first reported a position in Phillips 66 in Q4 2025 and has held it in 3 quarters since.
  • 848 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.