Team Financial Group’s Phillips 66 PSX Stock Holding History

Team Financial 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 Q3	$91.9K	Buy	+360	New	+$82.2K	0.04%	91
2026 Q2	–	Sell	-355	Closed	-$64.8K	–	201
2026 Q1	$64.8K	Buy	355 +2	+0.6%	+$313	0.03%	99
2025 Q4	$45.5K	Buy	353 +3	+0.9%	+$404	0.02%	109
2025 Q3	$47.6K	Buy	350 +3	+0.9%	+$384	0.02%	100
2025 Q2	$41.3K	Buy	+347	New	+$38.9K	0.02%	98
2024 Q1	–	Sell	-329	Closed	-$43.8K	–	164
2023 Q4	$43.8K	Buy	329 +3	+0.9%	+$359	0.03%	70
2023 Q3	$39.2K	Buy	+326	New	+$36.6K	0.03%	71

Other funds holding PSX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

AHT

Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Team Financial Group's PSX Position: Q3 2026 in Review

Team Financial Group opened a new position in Phillips 66 (PSX) in Q3 2026: 360 shares worth $91.9K. The stake represents 0.04% of the portfolio and ranks #91 among its holdings. This is a return to the name: Team Financial Group previously reported a position in PSX as recently as Q1 2026.

Team Financial Group first reported a position in PSX in Q3 2023 and has held it in 7 quarters since. 1,044 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

Team Financial Group held 360 shares of Phillips 66 worth $91.9K as of Q3 2026.
Phillips 66 was a new Team Financial Group position in Q3 2026.
Phillips 66 made up 0.04% of Team Financial Group's portfolio in Q3 2026, its #91 holding.
Team Financial Group first reported a position in Phillips 66 in Q3 2023 and has held it in 7 quarters since.
1,044 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Team Financial Group's 13F filing for Q3 2026, filed 30 Oct 2026.