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Fiduciary Planning’s Phillips 66 PSX Stock Holding History

Fiduciary 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
Q1 		$276K Buy
+1,516
New +$238K 0.08% 61
2025
Q4 		– Sell
-1,516
Closed -$206K – 84
2025
Q3 		$206K Buy
+1,516
New +$194K 0.06% 81
2021
Q2 		– Sell
-804
Closed -$66K – 214
2021
Q1 		$66K Hold
804
– – 0.1% 68
2020
Q4 		$56K Buy
+804
New +$47.2K 0.08% 77

Other funds holding PSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fiduciary Planning's PSX Position: Q1 2026 in Review

Fiduciary Planning opened a new position in Phillips 66 (PSX) in Q1 2026: 1,516 shares worth $276K. The stake represents 0.08% of the portfolio and ranks #61 among its holdings. This is a return to the name: Fiduciary Planning previously reported a position in PSX as recently as Q3 2025.

Fiduciary Planning first reported a position in PSX in Q4 2020 and has held it in 4 quarters since. 2,119 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Fiduciary Planning held 1,516 shares of Phillips 66 worth $276K as of Q1 2026.
  • Phillips 66 was a new Fiduciary Planning position in Q1 2026.
  • Phillips 66 made up 0.08% of Fiduciary Planning's portfolio in Q1 2026, its #61 holding.
  • Fiduciary Planning first reported a position in Phillips 66 in Q4 2020 and has held it in 4 quarters since.
  • 2,119 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Fiduciary Planning's 13F filing for Q1 2026, filed 27 Apr 2026.