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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
Q2 		$452K Buy
2,675
+611
+30% +$105K 0.09% 134
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 $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

Plan Group Financial's PSX Position: Q2 2026 in Review

Plan Group Financial increased its Phillips 66 (PSX) stake by 30% in Q2 2026, buying an estimated $105K and bringing the position to 2,675 shares worth $452K. The position accounts for 0.09% of the portfolio, ranked #134.

Plan Group Financial first reported a position in PSX in Q2 2023 and has held it in 4 quarters since. The position peaked at $497K in Q1 2025. 2,103 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Plan Group Financial held 2,675 shares of Phillips 66 worth $452K as of Q2 2026.
  • Plan Group Financial bought 611 Phillips 66 shares in Q2 2026, an estimated $105K.
  • Phillips 66 made up 0.09% of Plan Group Financial's portfolio in Q2 2026, its #134 holding.
  • Plan Group Financial first reported a position in Phillips 66 in Q2 2023 and has held it in 4 quarters since.
  • Plan Group Financial's Phillips 66 position peaked at $497K in Q1 2025.
  • 2,103 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

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