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Plan A Wealth’s Phillips 66 PSX Stock Holding History

Plan A Wealth’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
Q3 		$460K Sell
1,803
-20
-1% -$4.57K 0.16% 91
2026
Q2 		$308K Sell
1,823
-842
-32% -$145K 0.13% 123
2026
Q1 		$486K Hold
2,665
– – 0.23% 72
2025
Q4 		$344K Hold
2,665
– – 0.17% 108
2025
Q3 		$362K Hold
2,665
– – 0.18% 103
2025
Q2 		$318K Hold
2,665
– – 0.18% 106
2025
Q1 		$329K Hold
2,665
– – 0.26% 66
2024
Q4 		$304K Buy
+2,665
New +$339K 0.28% 60

Other funds holding PSX

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
OKSA
O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

Plan A Wealth's PSX Position: Q3 2026 in Review

Plan A Wealth reduced its Phillips 66 (PSX) stake by 1.1% in Q3 2026, selling an estimated $4.57K and leaving 1,803 shares worth $460K. The position accounts for 0.16% of the portfolio, ranked #91.

Plan A Wealth first reported a position in PSX in Q4 2024 and has held it in 8 quarters since. The position peaked at $486K in Q1 2026. 128 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Plan A Wealth held 1,803 shares of Phillips 66 worth $460K as of Q3 2026.
  • Plan A Wealth sold 20 Phillips 66 shares in Q3 2026, an estimated $4.57K.
  • Phillips 66 made up 0.16% of Plan A Wealth's portfolio in Q3 2026, its #91 holding.
  • Plan A Wealth first reported a position in Phillips 66 in Q4 2024 and has held it in 8 quarters since.
  • Plan A Wealth's Phillips 66 position peaked at $486K in Q1 2026.
  • 128 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.