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Fragasso Financial Advisors’s Phillips 66 PSX Stock Holding History

Fragasso 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 		$270K Buy
+1,600
New +$275K 0.01% 302

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

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

Fragasso Financial Advisors opened a new position in Phillips 66 (PSX) in Q2 2026: 1,600 shares worth $270K. The stake represents 0.01% of the portfolio and ranks #302 among its holdings.

401 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Fragasso Financial Advisors held 1,600 shares of Phillips 66 worth $270K as of Q2 2026.
  • Phillips 66 was a new Fragasso Financial Advisors position in Q2 2026.
  • Phillips 66 made up 0.01% of Fragasso Financial Advisors's portfolio in Q2 2026, its #302 holding.
  • 401 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Fragasso Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.