PAG
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Private Advisor Group’s Phillips 66 PSX Stock Holding History

Private Advisor Group’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
2025
Q3 		– Sell
-2,400
Closed -$4.32K – 2673
2025
Q2 		$4.32K Buy
+2,400
New +$269K ﹤0.01% 2429
2023
Q4 		– Sell
-400
Closed -$481 – 2451
2023
Q3 		$481 Buy
+400
New +$44.9K ﹤0.01% 2278

Other funds holding PSX

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Private Advisor Group's PSX Position: Q2 2026 in Review

Private Advisor Group reduced its Phillips 66 (PSX) stake by 12% in Q2 2026, selling an estimated $658K and leaving 29,249 shares worth $4.94M. The position accounts for 0.02% of the portfolio, ranked #630.

Private Advisor Group first reported a position in PSX in Q4 2013 and has held it in 51 quarters since. The position peaked at $7.41M in Q1 2024. 855 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Private Advisor Group held 29,249 shares of Phillips 66 worth $4.94M as of Q2 2026.
  • Private Advisor Group sold 3,822 Phillips 66 shares in Q2 2026, an estimated $658K.
  • Phillips 66 made up 0.02% of Private Advisor Group's portfolio in Q2 2026, its #630 holding.
  • Private Advisor Group first reported a position in Phillips 66 in Q4 2013 and has held it in 51 quarters since.
  • Private Advisor Group's Phillips 66 position peaked at $7.41M in Q1 2024.
  • 855 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.