Planning Alternatives
PSX icon

Planning Alternatives’s Phillips 66 PSX Stock Holding History

Planning Alternatives’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 		$212K Buy
+831
New +$190K 0.02% 130

Other funds holding PSX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Planning Alternatives's PSX Position: Q3 2026 in Review

Planning Alternatives opened a new position in Phillips 66 (PSX) in Q3 2026: 831 shares worth $212K. The stake represents 0.02% of the portfolio and ranks #130 among its holdings.

2,097 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Planning Alternatives held 831 shares of Phillips 66 worth $212K as of Q3 2026.
  • Phillips 66 was a new Planning Alternatives position in Q3 2026.
  • Phillips 66 made up 0.02% of Planning Alternatives's portfolio in Q3 2026, its #130 holding.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Planning Alternatives's 13F filing for Q3 2026, filed 13 Nov 2026.