PGF
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Plan Group Financial’s Phillips 66 PSX Stock Holding History

Plan Group Financial’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
Q1 		$376K Buy
+2,064
New +$323K 0.09% 141
2025
Q2 		– Sell
-4,022
Closed -$497K – 173
2025
Q1 		$497K Buy
+4,022
New +$496K 0.18% 99
2023
Q3 		– Sell
-3,051
Closed -$306K – 88
2023
Q2 		$306K Buy
+3,051
New +$297K 0.26% 49

Other funds holding PSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Plan Group Financial's PSX Position: Q1 2026 in Review

Plan Group Financial opened a new position in Phillips 66 (PSX) in Q1 2026: 2,064 shares worth $376K. The stake represents 0.09% of the portfolio and ranks #141 among its holdings. This is a return to the name: Plan Group Financial previously reported a position in PSX as recently as Q1 2025.

Plan Group Financial first reported a position in PSX in Q2 2023 and has held it in 3 quarters since. The position peaked at $497K in Q1 2025. 2,118 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Plan Group Financial held 2,064 shares of Phillips 66 worth $376K as of Q1 2026.
  • Phillips 66 was a new Plan Group Financial position in Q1 2026.
  • Phillips 66 made up 0.09% of Plan Group Financial's portfolio in Q1 2026, its #141 holding.
  • Plan Group Financial first reported a position in Phillips 66 in Q2 2023 and has held it in 3 quarters since.
  • Plan Group Financial's Phillips 66 position peaked at $497K in Q1 2025.
  • 2,118 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.