Friedenthal Financial’s Phillips 66 PSX Stock Holding History

Friedenthal 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 Q3	$980	Hold	4	–	–	﹤0.01%	311
2026 Q2	$646	Sell	4 -153	-97%	-$26.3K	﹤0.01%	241
2026 Q1	$28.6K	Sell	157 -7,432	-98%	-$1.16M	0.01%	160
2025 Q4	$979K	Buy	7,589 +7,434	+4,796%	+$1M	0.5%	56
2025 Q3	$21.2K	Hold	155	–	–	0.01%	171
2025 Q2	$18.6K	Hold	155	–	–	0.01%	171
2025 Q1	$19.2K	Buy	+155	New	+$19.1K	0.01%	160
2023 Q1	–	Sell	-7,230	Closed	-$752K	–	135
2022 Q4	$752K	Buy	+7,230	New	+$740K	0.52%	65

Other funds holding PSX

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

AHT

Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Friedenthal Financial's PSX Position: Q3 2026 in Review

Friedenthal Financial held its Phillips 66 (PSX) position steady in Q3 2026 at 4 shares worth $980. The position accounts for ﹤0.01% of the portfolio, ranked #311.

Friedenthal Financial first reported a position in PSX in Q4 2022 and has held it in 8 quarters since. The position peaked at $979K in Q4 2025. 1,200 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

Friedenthal Financial held 4 shares of Phillips 66 worth $980 as of Q3 2026.
Friedenthal Financial left its Phillips 66 share count unchanged in Q3 2026.
Phillips 66 made up ﹤0.01% of Friedenthal Financial's portfolio in Q3 2026, its #311 holding.
Friedenthal Financial first reported a position in Phillips 66 in Q4 2022 and has held it in 8 quarters since.
Friedenthal Financial's Phillips 66 position peaked at $979K in Q4 2025.
1,200 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Friedenthal Financial's 13F filing for Q3 2026, filed 27 Oct 2026.