Planning Strategies Inc.’s Phillips 66 PSX Stock Holding History

Planning Strategies Inc.’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	$8.96K	Buy	+53	New	+$9.12K	0.01%	339

Other funds holding PSX

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Planning Strategies Inc.'s PSX Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Phillips 66 (PSX) in Q2 2026: 53 shares worth $8.96K. The stake represents 0.01% of the portfolio and ranks #339 among its holdings.

855 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Planning Strategies Inc. held 53 shares of Phillips 66 worth $8.96K as of Q2 2026.
Phillips 66 was a new Planning Strategies Inc. position in Q2 2026.
Phillips 66 made up 0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #339 holding.
855 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.