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Creative Planning PSX Position History
Phillips 66 • Energy
Quarters held
10
Latest value
$89.5M
Q3 2026
Peak value
$89.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $33.6M |
| Q3 2025 | $1.5M |
| Q4 2025 | $34.7M |
| Q4 2025 | $1.5M |
| Q1 2026 | $2M |
| Q1 2026 | $53.9M |
| Q2 2026 | $1.9M |
| Q2 2026 | $54.7M |
| Q3 2026 | $2.5M |
| Q3 2026 | $89.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $89.5M | 350.7K | — | — |
| Q3 2026 | $2.5M | 9.7K | — | — |
| Q2 2026 | $54.7M | 323.3K | — | — |
| Q2 2026 | $1.9M | 11.2K | — | — |
| Q1 2026 | $53.9M | 295.9K | — | — |
| Q1 2026 | $2M | 11.2K | — | — |
| Q4 2025 | $1.5M | 11.5K | — | — |
| Q4 2025 | $34.7M | 269.1K | — | — |
| Q3 2025 | $1.5M | 11.3K | — | — |
| Q3 2025 | $33.6M | 246.8K | — | — |
Other funds holding PSX
$6.5B
$6.2B
$5.3B
$4.7B
$4.7B
$4.6B
$4.4B
$4.4B