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USA FINANCIAL FORMULAS’s Phillips 66 PSX Stock Holding History

USA FINANCIAL FORMULAS’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 		$467K Buy
+2,765
New +$476K 0.09% 88

Other funds holding PSX

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

USA FINANCIAL FORMULAS's PSX Position: Q2 2026 in Review

USA FINANCIAL FORMULAS opened a new position in Phillips 66 (PSX) in Q2 2026: 2,765 shares worth $467K. The stake represents 0.09% of the portfolio and ranks #88 among its holdings.

1,090 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • USA FINANCIAL FORMULAS held 2,765 shares of Phillips 66 worth $467K as of Q2 2026.
  • Phillips 66 was a new USA FINANCIAL FORMULAS position in Q2 2026.
  • Phillips 66 made up 0.09% of USA FINANCIAL FORMULAS's portfolio in Q2 2026, its #88 holding.
  • 1,090 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on USA FINANCIAL FORMULAS's 13F filing for Q2 2026, filed 4 Aug 2026.