Larson Financial Group’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $855K | Buy |
5,060
+118
| +2% | +$20.3K | 0.02% | 407 |
|
|
2026
Q1 | $900K | Buy |
4,942
+1,655
| +50% | +$259K | 0.03% | 341 |
|
|
2025
Q4 | $424K | Sell |
3,287
-79
| -2% | -$10.6K | 0.01% | 513 |
|
|
2025
Q3 | $458K | Sell |
3,366
-1,312
| -28% | -$168K | 0.02% | 486 |
|
|
2025
Q2 | $558K | Sell |
4,678
-1,768
| -27% | -$198K | 0.02% | 407 |
|
|
2025
Q1 | $796K | Buy |
6,446
+1,313
| +26% | +$162K | 0.04% | 309 |
|
|
2024
Q4 | $585K | Buy |
5,133
+600
| +13% | +$76.3K | 0.03% | 317 |
|
|
2024
Q3 | $596K | Buy |
4,533
+664
| +17% | +$89.7K | 0.03% | 297 |
|
|
2024
Q2 | $546K | Buy |
3,869
+2,599
| +205% | +$385K | 0.04% | 257 |
|
|
2024
Q1 | $207K | Buy |
1,270
+317
| +33% | +$45.7K | 0.02% | 398 |
|
|
2023
Q4 | $127K | Sell |
953
-36
| -4% | -$4.3K | 0.01% | 442 |
|
|
2023
Q3 | $119K | Sell |
989
-40
| -4% | -$4.49K | 0.01% | 420 |
|
|
2023
Q2 | $98.2K | Sell |
1,029
-9
| -0.9% | -$875 | 0.01% | 430 |
|
|
2023
Q1 | $105K | Buy |
1,038
+38
| +4% | +$3.86K | 0.01% | 424 |
|
|
2022
Q4 | $104K | Sell |
1,000
-38
| -4% | -$3.89K | 0.01% | 399 |
|
|
2022
Q3 | $84K | Buy |
1,038
+587
| +130% | +$50K | 0.01% | 383 |
|
|
2022
Q2 | $37K | Sell |
451
-25
| -5% | -$2.31K | 0.01% | 433 |
|
|
2022
Q1 | $41K | Sell |
476
-54
| -10% | -$4.54K | 0.01% | 409 |
|
|
2021
Q4 | $38K | Buy |
530
+135
| +34% | +$10.2K | 0.01% | 430 |
|
|
2021
Q3 | $28K | Buy |
395
+4
| +1% | +$290 | 0.01% | 407 |
|
|
2021
Q2 | $34K | Buy |
391
+2
| +0.5% | +$169 | 0.01% | 344 |
|
|
2021
Q1 | $32K | Buy |
389
+215
| +124% | +$16.9K | 0.01% | 333 |
|
|
2020
Q4 | $12K | Buy |
174
+38
| +28% | +$2.23K | ﹤0.01% | 469 |
|
|
2020
Q3 | $7K | Hold |
136
| – | – | ﹤0.01% | 487 |
|
|
2020
Q2 | $10K | Hold |
136
| – | – | ﹤0.01% | 403 |
|
|
2020
Q1 | $7K | Sell |
136
-153
| -53% | -$12.5K | ﹤0.01% | 335 |
|
|
2019
Q4 | $32K | Sell |
289
-148
| -34% | -$16.6K | 0.02% | 181 |
|
|
2019
Q3 | $45K | Buy |
437
+301
| +221% | +$30.2K | 0.03% | 154 |
|
|
2019
Q2 | $13K | Hold |
136
| – | – | 0.01% | 228 |
|
|
2019
Q1 | $13K | Buy |
136
+1
| +0.7% | +$95 | 0.01% | 214 |
|
|
2018
Q4 | $12K | Buy |
+135
| New | +$13.2K | 0.01% | 208 |
|
Other funds holding PSX
EIM
Larson Financial Group's PSX Position: Q2 2026 in Review
Larson Financial Group increased its Phillips 66 (PSX) stake by 2.4% in Q2 2026, buying an estimated $20.3K and bringing the position to 5,060 shares worth $855K. The position accounts for 0.02% of the portfolio, ranked #407.
Larson Financial Group first reported a position in PSX in Q4 2018 and has held it in 31 quarters since. The position peaked at $900K in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.
- Larson Financial Group held 5,060 shares of Phillips 66 worth $855K as of Q2 2026.
- Larson Financial Group bought 118 Phillips 66 shares in Q2 2026, an estimated $20.3K.
- Phillips 66 made up 0.02% of Larson Financial Group's portfolio in Q2 2026, its #407 holding.
- Larson Financial Group first reported a position in Phillips 66 in Q4 2018 and has held it in 31 quarters since.
- Larson Financial Group's Phillips 66 position peaked at $900K in Q1 2026.
- 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.
Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.