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 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

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 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

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Team Financial Group's PSX Position: Q2 2026 in Review

Team Financial Group sold out of Phillips 66 (PSX) in Q2 2026, closing a stake of 355 shares — an estimated $64.8K sold.

Team Financial Group first reported a position in PSX in Q3 2023 and held it in 6 quarters. The position peaked at $64.8K in Q1 2026. 653 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Team Financial Group reported no remaining Phillips 66 position as of Q2 2026 after selling out during the quarter.
Team Financial Group sold 355 Phillips 66 shares in Q2 2026, an estimated $64.8K.
Team Financial Group first reported a position in Phillips 66 in Q3 2023 and held it in 6 quarters.
Team Financial Group's Phillips 66 position peaked at $64.8K in Q1 2026.
653 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.