Quantum Financial Partners’s Phillips 66 PSX Stock Holding History

Quantum Financial Partners’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	$303K	Buy	+1,795	New	+$309K	0.16%	110

Other funds holding PSX

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Quantum Financial Partners's PSX Position: Q2 2026 in Review

Quantum Financial Partners opened a new position in Phillips 66 (PSX) in Q2 2026: 1,795 shares worth $303K. The stake represents 0.16% of the portfolio and ranks #110 among its holdings.

507 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Quantum Financial Partners held 1,795 shares of Phillips 66 worth $303K as of Q2 2026.
Phillips 66 was a new Quantum Financial Partners position in Q2 2026.
Phillips 66 made up 0.16% of Quantum Financial Partners's portfolio in Q2 2026, its #110 holding.
507 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Quantum Financial Partners's 13F filing for Q2 2026, filed 20 Jul 2026.