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PFG Investments’s Phillips 66 PSX Stock Holding History

PFG Investments’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 		$2.19M Sell
12,942
-658
-5% -$113K 0.08% 205
2026
Q1 		$2.48M Sell
13,600
-379
-3% -$59.4K 0.12% 159
2025
Q4 		$1.8M Sell
13,979
-1,766
-11% -$238K 0.09% 202
2025
Q3 		$2.14M Sell
15,745
-203
-1% -$26K 0.11% 171
2025
Q2 		$1.9M Buy
15,948
+301
+2% +$33.7K 0.11% 174
2025
Q1 		$1.93M Buy
15,647
+343
+2% +$42.3K 0.12% 165
2024
Q4 		$1.74M Buy
15,304
+763
+5% +$97.1K 0.11% 181
2024
Q3 		$1.91M Sell
14,541
-589
-4% -$79.5K 0.12% 165
2024
Q2 		$2.14M Buy
15,130
+940
+7% +$139K 0.15% 135
2024
Q1 		$2.32M Buy
14,190
+11,223
+378% +$1.62M 0.14% 163
2023
Q4 		$395K Sell
2,967
-530
-15% -$63.3K 0.07% 293
2023
Q3 		$420K Sell
3,497
-232
-6% -$26K 0.08% 265
2023
Q2 		$356K Sell
3,729
-103
-3% -$10K 0.06% 334
2023
Q1 		$389K Buy
+3,832
New +$390K 0.08% 288

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PFG Investments's PSX Position: Q2 2026 in Review

PFG Investments reduced its Phillips 66 (PSX) stake by 4.8% in Q2 2026, selling an estimated $113K and leaving 12,942 shares worth $2.19M. The position accounts for 0.08% of the portfolio, ranked #205.

PFG Investments first reported a position in PSX in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.48M in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • PFG Investments held 12,942 shares of Phillips 66 worth $2.19M as of Q2 2026.
  • PFG Investments sold 658 Phillips 66 shares in Q2 2026, an estimated $113K.
  • Phillips 66 made up 0.08% of PFG Investments's portfolio in Q2 2026, its #205 holding.
  • PFG Investments first reported a position in Phillips 66 in Q1 2023 and has held it in 14 quarters since.
  • PFG Investments's Phillips 66 position peaked at $2.48M in Q1 2026.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.