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BFC Planning, Inc.’s Phillips 66 PSX Stock Holding History

BFC Planning, Inc.’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 		$568K Buy
3,361
+88
+3% +$15.1K 0.02% 571
2026
Q1 		$596K Buy
3,273
+15
+0.5% +$2.35K 0.03% 507
2025
Q4 		$420K Buy
3,258
+2,058
+172% +$277K 0.02% 601
2025
Q3 		$163K Sell
1,200
-182
-13% -$23.3K 0.01% 749
2025
Q2 		$165K Sell
1,382
-37
-3% -$4.14K 0.01% 701
2025
Q1 		$175K Buy
1,419
+31
+2% +$3.82K 0.02% 659
2024
Q4 		$158K Buy
+1,388
New +$177K 0.01% 697

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 $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Elliott Investment Management
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 $1.92T AUM 36.1% 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 $608B AUM 32.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BFC Planning, Inc.'s PSX Position: Q2 2026 in Review

BFC Planning, Inc. increased its Phillips 66 (PSX) stake by 2.7% in Q2 2026, buying an estimated $15.1K and bringing the position to 3,361 shares worth $568K. The position accounts for 0.02% of the portfolio, ranked #571.

BFC Planning, Inc. first reported a position in PSX in Q4 2024 and has held it in 7 quarters since. The position peaked at $596K in Q1 2026. 2,114 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • BFC Planning, Inc. held 3,361 shares of Phillips 66 worth $568K as of Q2 2026.
  • BFC Planning, Inc. bought 88 Phillips 66 shares in Q2 2026, an estimated $15.1K.
  • Phillips 66 made up 0.02% of BFC Planning, Inc.'s portfolio in Q2 2026, its #571 holding.
  • BFC Planning, Inc. first reported a position in Phillips 66 in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Phillips 66 position peaked at $596K in Q1 2026.
  • 2,114 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.