Plan Group Financial
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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
Q3 		$924K Buy
3,175
+500
+19% +$114K 0.18% 91
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

AHT
Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Tran Capital Management
Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Plan Group Financial's PSX Position: Q3 2026 in Review

Plan Group Financial increased its Phillips 66 (PSX) stake by 19% in Q3 2026, buying an estimated $114K and bringing the position to 3,175 shares worth $924K. The position accounts for 0.18% of the portfolio, ranked #91.

Plan Group Financial first reported a position in PSX in Q2 2023 and has held it in 5 quarters since. 796 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Plan Group Financial held 3,175 shares of Phillips 66 worth $924K as of Q3 2026.
  • Plan Group Financial bought 500 Phillips 66 shares in Q3 2026, an estimated $114K.
  • Phillips 66 made up 0.18% of Plan Group Financial's portfolio in Q3 2026, its #91 holding.
  • Plan Group Financial first reported a position in Phillips 66 in Q2 2023 and has held it in 5 quarters since.
  • 796 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.