UFPG
PSX icon

United Financial Planning Group’s Phillips 66 PSX Stock Holding History

United Financial 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
Q2 		$6.59K Hold
39
– – ﹤0.01% 325
2026
Q1 		$7.11K Buy
+39
New +$6.11K ﹤0.01% 262

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

United Financial Planning Group's PSX Position: Q2 2026 in Review

United Financial Planning Group held its Phillips 66 (PSX) position steady in Q2 2026 at 39 shares worth $6.59K. The position accounts for ﹤0.01% of the portfolio, ranked #325.

United Financial Planning Group first reported a position in PSX in Q1 2026 and has held it in 2 quarters since. The position peaked at $7.11K in Q1 2026. 2,095 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • United Financial Planning Group held 39 shares of Phillips 66 worth $6.59K as of Q2 2026.
  • United Financial Planning Group left its Phillips 66 share count unchanged in Q2 2026.
  • Phillips 66 made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #325 holding.
  • United Financial Planning Group first reported a position in Phillips 66 in Q1 2026 and has held it in 2 quarters since.
  • United Financial Planning Group's Phillips 66 position peaked at $7.11K in Q1 2026.
  • 2,095 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.