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LifeSteps Financial’s Phillips 66 PSX Stock Holding History

LifeSteps 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 		$16.9K Buy
+100
New +$17.2K 0.01% 333
2024
Q2 		– Sell
-100
Closed -$16.3K – 324
2024
Q1 		$16.3K Buy
+100
New +$14.4K 0.01% 249

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

LifeSteps Financial's PSX Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Phillips 66 (PSX) in Q2 2026: 100 shares worth $16.9K. The stake represents 0.01% of the portfolio and ranks #333 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in PSX as recently as Q1 2024.

LifeSteps Financial first reported a position in PSX in Q1 2024 and has held it in 2 quarters since. 474 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • LifeSteps Financial held 100 shares of Phillips 66 worth $16.9K as of Q2 2026.
  • Phillips 66 was a new LifeSteps Financial position in Q2 2026.
  • Phillips 66 made up 0.01% of LifeSteps Financial's portfolio in Q2 2026, its #333 holding.
  • LifeSteps Financial first reported a position in Phillips 66 in Q1 2024 and has held it in 2 quarters since.
  • 474 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.