FS
PSX icon

Financially Speaking’s Phillips 66 PSX Stock Holding History

Financially Speaking’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 		$79.3K Hold
435
– – 0.39% 19
2026
Q1 		$79.3K Buy
435
+3
+0.7% +$470 0.39% 19
2025
Q4 		$55.7K Buy
432
+4
+0.9% +$538 0.04% 54
2025
Q3 		$58.3K Buy
428
+3
+0.7% +$384 0.04% 56
2025
Q2 		$50.6K Buy
+425
New +$47.6K 0.03% 48
2025
Q1 		– Sell
-416
Closed -$47.4K – 135
2024
Q4 		$47.4K Buy
+416
New +$52.9K 0.03% 57

Other funds holding PSX

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
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
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Financially Speaking's PSX Position: Q2 2026 in Review

Financially Speaking held its Phillips 66 (PSX) position steady in Q2 2026 at 435 shares worth $79.3K. The position accounts for 0.39% of the portfolio, ranked #19.

Financially Speaking first reported a position in PSX in Q4 2024 and has held it in 6 quarters since. 723 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Financially Speaking held 435 shares of Phillips 66 worth $79.3K as of Q2 2026.
  • Financially Speaking left its Phillips 66 share count unchanged in Q2 2026.
  • Phillips 66 made up 0.39% of Financially Speaking's portfolio in Q2 2026, its #19 holding.
  • Financially Speaking first reported a position in Phillips 66 in Q4 2024 and has held it in 6 quarters since.
  • 723 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Financially Speaking's 13F filing for Q2 2026, filed 27 Jul 2026.