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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
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 		$21.1K 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

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
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
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

Friedenthal Financial's PSX Position: Q2 2026 in Review

Friedenthal Financial reduced its Phillips 66 (PSX) stake by 97% in Q2 2026, selling an estimated $26.3K and leaving 4 shares worth $646. The position accounts for ﹤0.01% of the portfolio, ranked #241.

Friedenthal Financial first reported a position in PSX in Q4 2022 and has held it in 7 quarters since. The position peaked at $979K in Q4 2025. 468 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Friedenthal Financial held 4 shares of Phillips 66 worth $646 as of Q2 2026.
  • Friedenthal Financial sold 153 Phillips 66 shares in Q2 2026, an estimated $26.3K.
  • Phillips 66 made up ﹤0.01% of Friedenthal Financial's portfolio in Q2 2026, its #241 holding.
  • Friedenthal Financial first reported a position in Phillips 66 in Q4 2022 and has held it in 7 quarters since.
  • Friedenthal Financial's Phillips 66 position peaked at $979K in Q4 2025.
  • 468 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Friedenthal Financial's 13F filing for Q2 2026, filed 13 Jul 2026.