TS Financial Group (TSFG)’s Phillips 66 PSX Stock Holding History

TS Financial Group (TSFG)’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	$46K	Hold	273	–	–	0.01%	383
2026 Q1	$50K	Hold	273	–	–	0.01%	345
2025 Q4	$35K	Buy	273 +1	+0.4%	+$135	0.01%	395
2025 Q3	$37K	Hold	272	–	–	0.01%	387
2025 Q2	$32K	Hold	272	–	–	0.01%	398
2025 Q1	$34K	Buy	272 +1	+0.4%	+$123	0.01%	374
2024 Q4	$31K	Hold	271	–	–	0.01%	350
2024 Q3	$36K	Buy	271 +1	+0.4%	+$135	0.01%	333
2024 Q2	$38K	Buy	270 +45	+20%	+$6.66K	0.01%	306
2024 Q1	$37K	Hold	225	–	–	0.01%	306
2023 Q4	$30K	Hold	225	–	–	0.01%	350
2023 Q3	$27K	Hold	225	–	–	0.01%	376
2023 Q2	$21K	Hold	225	–	–	0.01%	412
2023 Q1	$23K	Sell	225 -101	-31%	-$10.3K	0.01%	389
2022 Q4	$34K	Hold	326	–	–	0.01%	327
2022 Q3	$26K	Buy	326 +101	+45%	+$8.61K	0.01%	365
2022 Q2	$18K	Hold	225	–	–	0.01%	423
2022 Q1	$19K	Hold	225	–	–	0.01%	433
2021 Q4	$16K	Hold	225	–	–	0.01%	472
2021 Q3	$16K	Hold	225	–	–	0.01%	474
2021 Q2	$19K	Hold	225	–	–	0.01%	445
2021 Q1	$18K	Hold	225	–	–	0.01%	389
2020 Q4	$16K	Hold	225	–	–	0.01%	413
2020 Q3	$12K	Hold	225	–	–	0.01%	411
2020 Q2	$16K	Hold	225	–	–	0.01%	349
2020 Q1	$12K	Hold	225	–	–	0.01%	355
2019 Q4	$25K	Hold	225	–	–	0.02%	305
2019 Q3	$23K	Hold	225	–	–	0.02%	299
2019 Q2	$21K	Hold	225	–	–	0.02%	304
2019 Q1	$21K	Buy	+225	New	+$21.4K	0.02%	300

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TS Financial Group (TSFG)'s PSX Position: Q2 2026 in Review

TS Financial Group (TSFG) held its Phillips 66 (PSX) position steady in Q2 2026 at 273 shares worth $46K. The position accounts for 0.01% of the portfolio, ranked #383.

TS Financial Group (TSFG) first reported a position in PSX in Q1 2019 and has held it in 30 quarters since. The position peaked at $50K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

TS Financial Group (TSFG) held 273 shares of Phillips 66 worth $46K as of Q2 2026.
TS Financial Group (TSFG) left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 0.01% of TS Financial Group (TSFG)'s portfolio in Q2 2026, its #383 holding.
TS Financial Group (TSFG) first reported a position in Phillips 66 in Q1 2019 and has held it in 30 quarters since.
TS Financial Group (TSFG)'s Phillips 66 position peaked at $50K in Q1 2026.
2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.