Register Financial Advisors’s Phillips 66 PSX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$357K	Buy	2,111 +9	+0.4%	+$1.55K	0.11%	178
2026 Q1	$383K	Buy	+2,102	New	+$329K	0.14%	146
2024 Q3	–	Sell	-1,082	Closed	-$153K	–	590
2024 Q2	$153K	Buy	1,082 +3	+0.3%	+$444	0.08%	197
2024 Q1	$176K	Buy	+1,079	New	+$155K	0.09%	179
2023 Q4	–	Sell	-1,083	Closed	-$130K	–	542
2023 Q3	$130K	Buy	1,083 +12	+1%	+$1.35K	0.1%	174
2023 Q2	$102K	Buy	1,071 +4	+0.4%	+$389	0.07%	198
2023 Q1	$108K	Buy	1,067 +503	+89%	+$51.1K	0.09%	184
2022 Q4	$58.7K	Buy	+564	New	+$57.7K	0.04%	339

Other funds holding PSX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

MSRPS

Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

Register Financial Advisors's PSX Position: Q2 2026 in Review

Register Financial Advisors increased its Phillips 66 (PSX) stake by 0.43% in Q2 2026, buying an estimated $1.55K and bringing the position to 2,111 shares worth $357K. The position accounts for 0.11% of the portfolio, ranked #178.

Register Financial Advisors first reported a position in PSX in Q4 2022 and has held it in 8 quarters since. The position peaked at $383K in Q1 2026. 964 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Register Financial Advisors held 2,111 shares of Phillips 66 worth $357K as of Q2 2026.
Register Financial Advisors bought 9 Phillips 66 shares in Q2 2026, an estimated $1.55K.
Phillips 66 made up 0.11% of Register Financial Advisors's portfolio in Q2 2026, its #178 holding.
Register Financial Advisors first reported a position in Phillips 66 in Q4 2022 and has held it in 8 quarters since.
Register Financial Advisors's Phillips 66 position peaked at $383K in Q1 2026.
964 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Register Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.