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PFG Private Wealth Management’s Phillips 66 PSX Stock Holding History

PFG Private Wealth Management’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 		$402K Buy
2,376
+69
+3% +$11.9K 0.17% 47
2026
Q1 		$420K Buy
2,307
+102
+5% +$16K 0.18% 38
2025
Q4 		$285K Buy
+2,205
New +$297K 0.12% 54
2025
Q2 		– Sell
-1,675
Closed -$207K – 196
2025
Q1 		$207K Buy
1,675
+442
+36% +$54.5K 0.11% 56
2024
Q4 		$140K Buy
1,233
+88
+8% +$11.2K 0.08% 66
2024
Q3 		$151K Buy
1,145
+48
+4% +$6.48K 0.09% 69
2024
Q2 		$155K Buy
1,097
+30
+3% +$4.44K 0.09% 66
2024
Q1 		$174K Buy
1,067
+18
+2% +$2.59K 0.11% 62
2023
Q4 		$140K Buy
1,049
+867
+476% +$104K 0.09% 60
2023
Q3 		$21.9K Sell
182
-134
-42% -$15K 0.02% 163
2023
Q2 		$30.1K Buy
316
+94
+42% +$9.14K 0.02% 164
2023
Q1 		$22.5K Buy
222
+75
+51% +$7.63K 0.01% 173
2022
Q4 		$15K Hold
147
– – 0.01% 169
2022
Q3 		$12K Hold
147
– – 0.01% 176
2022
Q2 		$12K Buy
147
+22
+18% +$2.04K 0.01% 192
2022
Q1 		$11K Hold
125
– – 0.01% 200
2021
Q4 		$9K Hold
125
– – ﹤0.01% 207
2021
Q3 		$9K Buy
+125
New +$9.05K 0.01% 199

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

PFG Private Wealth Management's PSX Position: Q2 2026 in Review

PFG Private Wealth Management increased its Phillips 66 (PSX) stake by 3% in Q2 2026, buying an estimated $11.9K and bringing the position to 2,376 shares worth $402K. The position accounts for 0.17% of the portfolio, ranked #47.

PFG Private Wealth Management first reported a position in PSX in Q3 2021 and has held it in 18 quarters since. The position peaked at $420K in Q1 2026. 653 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • PFG Private Wealth Management held 2,376 shares of Phillips 66 worth $402K as of Q2 2026.
  • PFG Private Wealth Management bought 69 Phillips 66 shares in Q2 2026, an estimated $11.9K.
  • Phillips 66 made up 0.17% of PFG Private Wealth Management's portfolio in Q2 2026, its #47 holding.
  • PFG Private Wealth Management first reported a position in Phillips 66 in Q3 2021 and has held it in 18 quarters since.
  • PFG Private Wealth Management's Phillips 66 position peaked at $420K in Q1 2026.
  • 653 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

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