FG
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Foster Group’s Phillips 66 PSX Stock Holding History

Foster 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 		$257K Sell
1,518
-1,431
-49% -$246K 0.01% 269
2026
Q1 		$537K Buy
2,949
+69
+2% +$10.8K 0.02% 162
2025
Q4 		$372K Buy
+2,880
New +$388K 0.01% 185

Other funds holding PSX

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Foster Group's PSX Position: Q2 2026 in Review

Foster Group reduced its Phillips 66 (PSX) stake by 49% in Q2 2026, selling an estimated $246K and leaving 1,518 shares worth $257K. The position accounts for 0.01% of the portfolio, ranked #269.

Foster Group first reported a position in PSX in Q4 2025 and has held it in 3 quarters since. The position peaked at $537K in Q1 2026. 355 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Foster Group held 1,518 shares of Phillips 66 worth $257K as of Q2 2026.
  • Foster Group sold 1,431 Phillips 66 shares in Q2 2026, an estimated $246K.
  • Phillips 66 made up 0.01% of Foster Group's portfolio in Q2 2026, its #269 holding.
  • Foster Group first reported a position in Phillips 66 in Q4 2025 and has held it in 3 quarters since.
  • Foster Group's Phillips 66 position peaked at $537K in Q1 2026.
  • 355 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Foster Group's 13F filing for Q2 2026, filed 7 Jul 2026.