1ST Source Bank’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.07M Sell
6,321
-300
-5% -$51.6K 0.05% 148
2026
Q1
$1.21M Buy
6,621
+400
+6% +$62.7K 0.06% 128
2025
Q4
$803K Hold
6,221
0.04% 155
2025
Q3
$846K Sell
6,221
-34
-0.5% -$4.36K 0.04% 155
2025
Q2
$746K Buy
6,255
+93
+2% +$10.4K 0.04% 159
2025
Q1
$761K Buy
6,162
+39
+0.6% +$4.81K 0.04% 155
2024
Q4
$698K Buy
6,123
+20
+0.3% +$2.54K 0.04% 161
2024
Q3
$802K Sell
6,103
-655
-10% -$88.4K 0.05% 151
2024
Q2
$954K Sell
6,758
-33
-0.5% -$4.88K 0.06% 133
2024
Q1
$1.11M Hold
6,791
0.06% 127
2023
Q4
$904K Sell
6,791
-135
-2% -$16.1K 0.05% 136
2023
Q3
$832K Sell
6,926
-23
-0.3% -$2.58K 0.06% 135
2023
Q2
$663K Buy
6,949
+50
+0.7% +$4.86K 0.04% 155
2023
Q1
$699K Sell
6,899
-800
-10% -$81.3K 0.05% 158
2022
Q4
$801K Buy
7,699
+400
+5% +$40.9K 0.05% 142
2022
Q3
$589K Buy
7,299
+500
+7% +$42.6K 0.04% 162
2022
Q2
$557K Buy
6,799
+93
+1% +$8.6K 0.04% 168
2022
Q1
$579K Buy
6,706
+895
+15% +$75.3K 0.04% 171
2021
Q4
$421K Buy
5,811
+61
+1% +$4.61K 0.02% 191
2021
Q3
$403K Hold
5,750
0.03% 191
2021
Q2
$493K Sell
5,750
-50
-0.9% -$4.22K 0.03% 180
2021
Q1
$473K Sell
5,800
-100
-2% -$7.85K 0.03% 177
2020
Q4
$413K Sell
5,900
-615
-9% -$36.1K 0.03% 180
2020
Q3
$338K Sell
6,515
-351
-5% -$21.4K 0.03% 182
2020
Q2
$494K Sell
6,866
-75
-1% -$5.31K 0.04% 155
2020
Q1
$372K Buy
6,941
+105
+2% +$8.54K 0.04% 160
2019
Q4
$762K Sell
6,836
-15
-0.2% -$1.69K 0.06% 133
2019
Q3
$702K Hold
6,851
0.06% 132
2019
Q2
$641K Buy
6,851
+93
+1% +$8.34K 0.05% 138
2019
Q1
$643K Sell
6,758
-145
-2% -$13.8K 0.05% 137
2018
Q4
$595K Buy
6,903
+1,871
+37% +$183K 0.06% 131
2018
Q3
$567K Sell
5,032
-113
-2% -$13.1K 0.05% 148
2018
Q2
$578K Sell
5,145
-638
-11% -$71.7K 0.05% 143
2018
Q1
$555K Buy
5,783
+40
+0.7% +$3.89K 0.05% 145
2017
Q4
$581K Sell
5,743
-137
-2% -$13K 0.05% 143
2017
Q3
$539K Sell
5,880
-1
-0% -$85 0.04% 148
2017
Q2
$486K Sell
5,881
-51
-0.9% -$4K 0.04% 155
2017
Q1
$470K Sell
5,932
-112
-2% -$9.02K 0.04% 161
2016
Q4
$522K Sell
6,044
-19
-0.3% -$1.58K 0.05% 148
2016
Q3
$488K Sell
6,063
-80
-1% -$6.22K 0.05% 153
2016
Q2
$488K Buy
6,143
+400
+7% +$32.7K 0.06% 150
2016
Q1
$497K Sell
5,743
-89
-2% -$7.23K 0.06% 149
2015
Q4
$477K Sell
5,832
-525
-8% -$45.3K 0.06% 151
2015
Q3
$488K Buy
6,357
+80
+1% +$6.36K 0.06% 175
2015
Q2
$505K Sell
6,277
-62
-1% -$4.93K 0.05% 160
2015
Q1
$498K Sell
6,339
-70
-1% -$5.14K 0.06% 150
2014
Q4
$460K Sell
6,409
-350
-5% -$25.8K 0.06% 154
2014
Q3
$550K Sell
6,759
-167
-2% -$13.9K 0.07% 134
2014
Q2
$557K Sell
6,926
-562
-8% -$46.3K 0.07% 138
2014
Q1
$577K Sell
7,488
-475
-6% -$36.2K 0.08% 133
2013
Q4
$614K Buy
7,963
+100
+1% +$6.67K 0.08% 132
2013
Q3
$454K Sell
7,863
-22
-0.3% -$1.27K 0.07% 153
2013
Q2
$465K Buy
+7,885
New +$495K 0.08% 136

Other funds holding PSX

1ST Source Bank's PSX Position: Q2 2026 in Review

1ST Source Bank reduced its Phillips 66 (PSX) stake by 4.5% in Q2 2026, selling an estimated $51.6K and leaving 6,321 shares worth $1.07M. The position accounts for 0.05% of the portfolio, ranked #148.

1ST Source Bank first reported a position in PSX in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.21M in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • 1ST Source Bank held 6,321 shares of Phillips 66 worth $1.07M as of Q2 2026.
  • 1ST Source Bank sold 300 Phillips 66 shares in Q2 2026, an estimated $51.6K.
  • Phillips 66 made up 0.05% of 1ST Source Bank's portfolio in Q2 2026, its #148 holding.
  • 1ST Source Bank first reported a position in Phillips 66 in Q2 2013 and has held it in 53 quarters since.
  • 1ST Source Bank's Phillips 66 position peaked at $1.21M in Q1 2026.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on 1ST Source Bank's 13F filing for Q2 2026, filed 6 Aug 2026.