PlanVest Financial’s Phillips 66 PSX Stock Holding History

PlanVest 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	$35K	Hold	137	–	–	0.02%	274
2026 Q2	$23.2K	Hold	137	–	–	0.02%	322
2026 Q1	$25K	Buy	+137	New	+$21.5K	0.02%	295

Other funds holding PSX

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

PlanVest Financial's PSX Position: Q3 2026 in Review

PlanVest Financial held its Phillips 66 (PSX) position steady in Q3 2026 at 137 shares worth $35K. The position accounts for 0.02% of the portfolio, ranked #274.

PlanVest Financial first reported a position in PSX in Q1 2026 and has held it in 3 quarters since. 2,097 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

PlanVest Financial held 137 shares of Phillips 66 worth $35K as of Q3 2026.
PlanVest Financial left its Phillips 66 share count unchanged in Q3 2026.
Phillips 66 made up 0.02% of PlanVest Financial's portfolio in Q3 2026, its #274 holding.
PlanVest Financial first reported a position in Phillips 66 in Q1 2026 and has held it in 3 quarters since.
2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on PlanVest Financial's 13F filing for Q3 2026, filed 9 Nov 2026.