FP
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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
Q2 		$256K Hold
1,516
– – 0.07% 65
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fiduciary Planning's PSX Position: Q2 2026 in Review

Fiduciary Planning held its Phillips 66 (PSX) position steady in Q2 2026 at 1,516 shares worth $256K. The position accounts for 0.07% of the portfolio, ranked #65.

Fiduciary Planning first reported a position in PSX in Q4 2020 and has held it in 5 quarters since. The position peaked at $276K in Q1 2026. 2,104 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Fiduciary Planning held 1,516 shares of Phillips 66 worth $256K as of Q2 2026.
  • Fiduciary Planning left its Phillips 66 share count unchanged in Q2 2026.
  • Phillips 66 made up 0.07% of Fiduciary Planning's portfolio in Q2 2026, its #65 holding.
  • Fiduciary Planning first reported a position in Phillips 66 in Q4 2020 and has held it in 5 quarters since.
  • Fiduciary Planning's Phillips 66 position peaked at $276K in Q1 2026.
  • 2,104 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Fiduciary Planning's 13F filing for Q2 2026, filed 31 Jul 2026.