MSG
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Main Street Group’s Phillips 66 PSX Stock Holding History

Main Street 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 		$104K Hold
616
– – 0.02% 171
2026
Q1 		$112K Buy
+616
New +$96.5K 0.03% 157
2025
Q4 		– Sell
-616
Closed -$83.8K – 468
2025
Q3 		$83.8K Hold
616
– – 0.02% 183
2025
Q2 		$73.5K Hold
616
– – 0.02% 199
2025
Q1 		$76.1K Buy
616
+1
+0.2% +$123 0.03% 187
2024
Q4 		$70.1K Sell
615
-1
-0.2% -$127 0.03% 188
2024
Q3 		$80.9K Sell
616
-8
-1% -$1.08K 0.03% 185
2024
Q2 		$87.9K Buy
624
+1
+0.2% +$148 0.04% 189
2024
Q1 		$102K Buy
623
+415
+200% +$59.8K 0.04% 189
2023
Q4 		$27.7K Buy
+208
New +$24.9K 0.01% 544

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
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Main Street Group's PSX Position: Q2 2026 in Review

Main Street Group held its Phillips 66 (PSX) position steady in Q2 2026 at 616 shares worth $104K. The position accounts for 0.02% of the portfolio, ranked #171.

Main Street Group first reported a position in PSX in Q4 2023 and has held it in 10 quarters since. The position peaked at $112K in Q1 2026. 534 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Main Street Group held 616 shares of Phillips 66 worth $104K as of Q2 2026.
  • Main Street Group left its Phillips 66 share count unchanged in Q2 2026.
  • Phillips 66 made up 0.02% of Main Street Group's portfolio in Q2 2026, its #171 holding.
  • Main Street Group first reported a position in Phillips 66 in Q4 2023 and has held it in 10 quarters since.
  • Main Street Group's Phillips 66 position peaked at $112K in Q1 2026.
  • 534 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Main Street Group's 13F filing for Q2 2026, filed 13 Jul 2026.