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

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

PlanVest Financial's PSX Position: Q2 2026 in Review

PlanVest Financial held its Phillips 66 (PSX) position steady in Q2 2026 at 137 shares worth $23.2K. The position accounts for 0.02% of the portfolio, ranked #322.

PlanVest Financial first reported a position in PSX in Q1 2026 and has held it in 2 quarters since. The position peaked at $25K in Q1 2026. 2,058 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • PlanVest Financial held 137 shares of Phillips 66 worth $23.2K as of Q2 2026.
  • PlanVest Financial left its Phillips 66 share count unchanged in Q2 2026.
  • Phillips 66 made up 0.02% of PlanVest Financial's portfolio in Q2 2026, its #322 holding.
  • PlanVest Financial first reported a position in Phillips 66 in Q1 2026 and has held it in 2 quarters since.
  • PlanVest Financial's Phillips 66 position peaked at $25K in Q1 2026.
  • 2,058 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.