MFG
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Magnus Financial Group’s Phillips 66 PSX Stock Holding History

Magnus Financial Group’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 		$475K Hold
2,810
– – 0.03% 251
2026
Q1 		$512K Sell
2,810
-341
-11% -$53.4K 0.04% 225
2025
Q4 		$407K Sell
3,151
-9
-0.3% -$1.21K 0.03% 285
2025
Q3 		$430K Buy
3,160
+77
+2% +$9.87K 0.03% 274
2025
Q2 		$368K Buy
3,083
+84
+3% +$9.41K 0.03% 271
2025
Q1 		$370K Buy
2,999
+70
+2% +$8.63K 0.04% 260
2024
Q4 		$334K Sell
2,929
-4
-0.1% -$509 0.03% 260
2024
Q3 		$386K Sell
2,933
-100
-3% -$13.5K 0.04% 238
2024
Q2 		$428K Buy
3,033
+2
+0.1% +$296 0.05% 218
2024
Q1 		$495K Buy
3,031
+1
+0% +$144 0.06% 191
2023
Q4 		$403K Buy
3,030
+2
+0.1% +$239 0.05% 192
2023
Q3 		$364K Sell
3,028
-58
-2% -$6.51K 0.05% 187
2023
Q2 		$294K Sell
3,086
-45
-1% -$4.38K 0.04% 216
2023
Q1 		$317K Buy
3,131
+89
+3% +$9.05K 0.05% 215
2022
Q4 		$317K Buy
3,042
+307
+11% +$31.4K 0.05% 204
2022
Q3 		$221K Sell
2,735
-66
-2% -$5.63K 0.04% 223
2022
Q2 		$230K Buy
2,801
+414
+17% +$38.3K 0.04% 242
2022
Q1 		$206K Buy
+2,387
New +$201K 0.03% 272
2020
Q1 		– Sell
-2,547
Closed -$284K – 654
2019
Q4 		$284K Buy
2,547
+175
+7% +$19.7K 0.04% 323
2019
Q3 		$243K Buy
2,372
+50
+2% +$5.01K 0.05% 363
2019
Q2 		$217K Sell
2,322
-209
-8% -$18.8K 0.04% 416
2019
Q1 		$241K Buy
2,531
+1
+0% +$95 0.05% 346
2018
Q4 		$218K Buy
+2,530
New +$247K 0.06% 321

Other funds holding PSX

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
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
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Magnus Financial Group's PSX Position: Q2 2026 in Review

Magnus Financial Group held its Phillips 66 (PSX) position steady in Q2 2026 at 2,810 shares worth $475K. The position accounts for 0.03% of the portfolio, ranked #251.

Magnus Financial Group first reported a position in PSX in Q4 2018 and has held it in 23 quarters since. The position peaked at $512K in Q1 2026. 653 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Magnus Financial Group held 2,810 shares of Phillips 66 worth $475K as of Q2 2026.
  • Magnus Financial Group left its Phillips 66 share count unchanged in Q2 2026.
  • Phillips 66 made up 0.03% of Magnus Financial Group's portfolio in Q2 2026, its #251 holding.
  • Magnus Financial Group first reported a position in Phillips 66 in Q4 2018 and has held it in 23 quarters since.
  • Magnus Financial Group's Phillips 66 position peaked at $512K in Q1 2026.
  • 653 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.