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Strategic Planning Group’s Phillips 66 PSX Stock Holding History

Strategic Planning 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
2026
Q1 		– Sell
-58,540
Closed -$7.55M – 85
2025
Q4 		$7.55M Buy
58,540
+4,568
+8% +$615K 0.97% 39
2025
Q3 		$7.34M Buy
53,972
+14,870
+38% +$1.91M 0.99% 39
2025
Q2 		$4.66M Buy
39,102
+3,754
+11% +$421K 0.76% 50
2025
Q1 		$4.36M Buy
35,348
+6,774
+24% +$835K 0.85% 42
2024
Q4 		$3.26M Buy
28,574
+1,857
+7% +$236K 0.6% 56
2024
Q3 		$3.51M Buy
26,717
+1,802
+7% +$243K 0.69% 55
2024
Q2 		$3.52M Buy
24,915
+6,141
+33% +$909K 0.77% 46
2024
Q1 		$3.07M Buy
18,774
+2,414
+15% +$348K 0.77% 33
2023
Q4 		$2.18M Buy
+16,360
New +$1.96M 0.72% 45

Other funds holding PSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Strategic Planning Group's PSX Position: Q1 2026 in Review

Strategic Planning Group sold out of Phillips 66 (PSX) in Q1 2026, closing a stake of 58,540 shares — an estimated $7.55M sold.

Strategic Planning Group first reported a position in PSX in Q4 2023 and held it in 9 quarters. The position peaked at $7.55M in Q4 2025. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Strategic Planning Group reported no remaining Phillips 66 position as of Q1 2026 after selling out during the quarter.
  • Strategic Planning Group sold 58,540 Phillips 66 shares in Q1 2026, an estimated $7.55M.
  • Strategic Planning Group first reported a position in Phillips 66 in Q4 2023 and held it in 9 quarters.
  • Strategic Planning Group's Phillips 66 position peaked at $7.55M in Q4 2025.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Strategic Planning Group's 13F filing for Q1 2026, filed 22 Apr 2026.