FPF
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First Pacific Financial’s Phillips 66 PSX Stock Holding History

First Pacific Financial’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 		$18.6K Sell
110
-18
-14% -$3.1K ﹤0.01% 323
2026
Q1 		$23.4K Buy
128
+1
+0.8% +$157 ﹤0.01% 298
2025
Q4 		$16.4K Buy
127
+1
+0.8% +$135 ﹤0.01% 298
2025
Q3 		$17.2K Buy
126
+1
+0.8% +$128 ﹤0.01% 295
2025
Q2 		$14.9K Sell
125
-50
-29% -$5.6K ﹤0.01% 301
2025
Q1 		$21.6K Buy
+175
New +$21.6K ﹤0.01% 244

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
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

First Pacific Financial's PSX Position: Q2 2026 in Review

First Pacific Financial reduced its Phillips 66 (PSX) stake by 14% in Q2 2026, selling an estimated $3.1K and leaving 110 shares worth $18.6K. The position accounts for ﹤0.01% of the portfolio, ranked #323.

First Pacific Financial first reported a position in PSX in Q1 2025 and has held it in 6 quarters since. The position peaked at $23.4K in Q1 2026. 796 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • First Pacific Financial held 110 shares of Phillips 66 worth $18.6K as of Q2 2026.
  • First Pacific Financial sold 18 Phillips 66 shares in Q2 2026, an estimated $3.1K.
  • Phillips 66 made up ﹤0.01% of First Pacific Financial's portfolio in Q2 2026, its #323 holding.
  • First Pacific Financial first reported a position in Phillips 66 in Q1 2025 and has held it in 6 quarters since.
  • First Pacific Financial's Phillips 66 position peaked at $23.4K in Q1 2026.
  • 796 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on First Pacific Financial's 13F filing for Q2 2026, filed 20 Jul 2026.