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Forum Finance Group’s Phillips 66 PSX Stock Holding History

Forum Finance Group’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 		$51K Buy
+370
New +$63.7K 0.02% 230

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

Forum Finance Group's PSX Position: Q2 2026 in Review

Forum Finance Group opened a new position in Phillips 66 (PSX) in Q2 2026: 370 shares worth $51K. The stake represents 0.02% of the portfolio and ranks #230 among its holdings.

2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Forum Finance Group held 370 shares of Phillips 66 worth $51K as of Q2 2026.
  • Phillips 66 was a new Forum Finance Group position in Q2 2026.
  • Phillips 66 made up 0.02% of Forum Finance Group's portfolio in Q2 2026, its #230 holding.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.