Fiduciary Advisors Inc’s Phillips 66 PSX Stock Holding History

Fiduciary Advisors Inc’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	$5.92K	Hold	35	–	–	﹤0.01%	105
2026 Q1	$6.38K	Hold	35	–	–	﹤0.01%	98
2025 Q4	$4.52K	Hold	35	–	–	﹤0.01%	104
2025 Q3	$4.76K	Hold	35	–	–	﹤0.01%	84
2025 Q2	$4.18K	Hold	35	–	–	﹤0.01%	85
2025 Q1	$4.32K	Hold	35	–	–	﹤0.01%	82
2024 Q4	$3.99K	Buy	+35	New	+$4.45K	﹤0.01%	85

Other funds holding PSX

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Fiduciary Advisors Inc's PSX Position: Q2 2026 in Review

Fiduciary Advisors Inc held its Phillips 66 (PSX) position steady in Q2 2026 at 35 shares worth $5.92K. The position accounts for ﹤0.01% of the portfolio, ranked #105.

Fiduciary Advisors Inc first reported a position in PSX in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.38K in Q1 2026. 855 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Fiduciary Advisors Inc held 35 shares of Phillips 66 worth $5.92K as of Q2 2026.
Fiduciary Advisors Inc left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up ﹤0.01% of Fiduciary Advisors Inc's portfolio in Q2 2026, its #105 holding.
Fiduciary Advisors Inc first reported a position in Phillips 66 in Q4 2024 and has held it in 7 quarters since.
Fiduciary Advisors Inc's Phillips 66 position peaked at $6.38K in Q1 2026.
855 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Fiduciary Advisors Inc's 13F filing for Q2 2026, filed 24 Jul 2026.