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Fortune Financial Advisors’s Phillips 66 PSX Stock Holding History

Fortune Financial Advisors’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 		$426K Hold
2,520
– – 0.18% 110
2026
Q1 		$459K Buy
2,520
+500
+25% +$78.3K 0.23% 89
2025
Q4 		$261K Sell
2,020
-40
-2% -$5.38K 0.18% 87
2025
Q3 		$280K Hold
2,060
– – 0.21% 82
2025
Q2 		$246K Hold
2,060
– – 0.2% 83
2025
Q1 		$254K Hold
2,060
– – 0.22% 84
2024
Q4 		$235K Hold
2,060
– – 0.21% 83
2024
Q3 		$271K Hold
2,060
– – 0.25% 82
2024
Q2 		$291K Hold
2,060
– – 0.18% 108
2024
Q1 		$336K Hold
2,060
– – 0.21% 104
2023
Q4 		$274K Hold
2,060
– – 0.19% 106
2023
Q3 		$248K Buy
+2,060
New +$231K 0.19% 104

Other funds holding PSX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
MSRPS
Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

Fortune Financial Advisors's PSX Position: Q2 2026 in Review

Fortune Financial Advisors held its Phillips 66 (PSX) position steady in Q2 2026 at 2,520 shares worth $426K. The position accounts for 0.18% of the portfolio, ranked #110.

Fortune Financial Advisors first reported a position in PSX in Q3 2023 and has held it in 12 quarters since. The position peaked at $459K in Q1 2026. 964 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Fortune Financial Advisors held 2,520 shares of Phillips 66 worth $426K as of Q2 2026.
  • Fortune Financial Advisors left its Phillips 66 share count unchanged in Q2 2026.
  • Phillips 66 made up 0.18% of Fortune Financial Advisors's portfolio in Q2 2026, its #110 holding.
  • Fortune Financial Advisors first reported a position in Phillips 66 in Q3 2023 and has held it in 12 quarters since.
  • Fortune Financial Advisors's Phillips 66 position peaked at $459K in Q1 2026.
  • 964 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Fortune Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.