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Oakland Financial Corp’s Phillips 66 PSX Stock Holding History

Oakland Financial Corp’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
-2,000
Closed -$364K – 9
2026
Q1 		$364K Sell
2,000
-2,000
-50% -$313K 5.75% 6
2025
Q4 		$516K Hold
4,000
– – 8.55% 4
2025
Q3 		$544K Hold
4,000
– – 9.28% 4
2025
Q2 		$477K Hold
4,000
– – 8.98% 4
2025
Q1 		$494K Sell
4,000
-2,000
-33% -$246K 7.3% 5
2024
Q4 		$684K Buy
+6,000
New +$763K 7.82% 4

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Sumitomo Mitsui Trust Group
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LSV Asset Management
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Truist Financial
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Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Oakland Financial Corp's PSX Position: Q2 2026 in Review

Oakland Financial Corp sold out of Phillips 66 (PSX) in Q2 2026, closing a stake of 2,000 shares — an estimated $364K sold.

Oakland Financial Corp first reported a position in PSX in Q4 2024 and held it in 6 quarters. The position peaked at $684K in Q4 2024. 1,223 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Oakland Financial Corp reported no remaining Phillips 66 position as of Q2 2026 after selling out during the quarter.
  • Oakland Financial Corp sold 2,000 Phillips 66 shares in Q2 2026, an estimated $364K.
  • Oakland Financial Corp first reported a position in Phillips 66 in Q4 2024 and held it in 6 quarters.
  • Oakland Financial Corp's Phillips 66 position peaked at $684K in Q4 2024.
  • 1,223 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Oakland Financial Corp's 13F filing for Q2 2026, filed 3 Aug 2026.