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KMG Fiduciary Partners’s Phillips 66 PSX Stock Holding History

KMG Fiduciary Partners’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 		– Sell
-21,413
Closed -$3.9M – 254
2026
Q1 		$3.9M Buy
21,413
+124
+0.6% +$19.4K 0.29% 93
2025
Q4 		$2.75M Buy
21,289
+531
+3% +$71.5K 0.2% 105
2025
Q3 		$2.82M Buy
20,758
+389
+2% +$49.8K 0.19% 112
2025
Q2 		$2.43M Buy
20,369
+953
+5% +$107K 0.18% 118
2025
Q1 		$2.4M Buy
19,416
+1,399
+8% +$172K 0.2% 113
2024
Q4 		$2.05M Buy
18,017
+2,960
+20% +$377K 0.17% 125
2024
Q3 		$1.98M Buy
15,057
+690
+5% +$93.2K 0.17% 122
2024
Q2 		$2.03M Buy
14,367
+298
+2% +$44.1K 0.2% 98
2024
Q1 		$2.3M Buy
14,069
+114
+0.8% +$16.4K 0.24% 91
2023
Q4 		$1.86M Hold
13,955
– – 0.22% 100
2023
Q3 		$1.68M Sell
13,955
-1,266
-8% -$142K 0.22% 107
2023
Q2 		$1.45M Buy
15,221
+842
+6% +$81.9K 0.19% 123
2023
Q1 		$1.46M Buy
14,379
+1,758
+14% +$179K 0.21% 119
2022
Q4 		$1.31M Buy
12,621
+3,856
+44% +$394K 0.22% 110
2022
Q3 		$707K Buy
+8,765
New +$747K 0.14% 125

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

KMG Fiduciary Partners's PSX Position: Q2 2026 in Review

KMG Fiduciary Partners sold out of Phillips 66 (PSX) in Q2 2026, closing a stake of 21,413 shares — an estimated $3.9M sold.

KMG Fiduciary Partners first reported a position in PSX in Q3 2022 and held it in 15 quarters. The position peaked at $3.9M in Q1 2026. 347 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • KMG Fiduciary Partners reported no remaining Phillips 66 position as of Q2 2026 after selling out during the quarter.
  • KMG Fiduciary Partners sold 21,413 Phillips 66 shares in Q2 2026, an estimated $3.9M.
  • KMG Fiduciary Partners first reported a position in Phillips 66 in Q3 2022 and held it in 15 quarters.
  • KMG Fiduciary Partners's Phillips 66 position peaked at $3.9M in Q1 2026.
  • 347 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.