AHB
PSX icon

Abner Herrman & Brock’s Phillips 66 PSX Stock Holding History

Abner Herrman & Brock’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 		$676K Hold
4,000
– – 0.06% 60
2026
Q1 		$729K Hold
4,000
– – 0.08% 56
2025
Q4 		$516K Hold
4,000
– – 0.05% 73
2025
Q3 		$544K Buy
+4,000
New +$512K 0.06% 73

Other funds holding PSX

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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Abner Herrman & Brock's PSX Position: Q2 2026 in Review

Abner Herrman & Brock held its Phillips 66 (PSX) position steady in Q2 2026 at 4,000 shares worth $676K. The position accounts for 0.06% of the portfolio, ranked #60.

Abner Herrman & Brock first reported a position in PSX in Q3 2025 and has held it in 4 quarters since. The position peaked at $729K in Q1 2026. 355 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Abner Herrman & Brock held 4,000 shares of Phillips 66 worth $676K as of Q2 2026.
  • Abner Herrman & Brock left its Phillips 66 share count unchanged in Q2 2026.
  • Phillips 66 made up 0.06% of Abner Herrman & Brock's portfolio in Q2 2026, its #60 holding.
  • Abner Herrman & Brock first reported a position in Phillips 66 in Q3 2025 and has held it in 4 quarters since.
  • Abner Herrman & Brock's Phillips 66 position peaked at $729K in Q1 2026.
  • 355 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Abner Herrman & Brock's 13F filing for Q2 2026, filed 8 Jul 2026.