Advantage Trust Company’s Phillips 66 PSX Stock Holding History

Advantage Trust Company’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	$27.4K	Hold	162	–	–	0.01%	136
2026 Q1	$29.5K	Hold	162	–	–	0.01%	90
2025 Q4	$20.9K	Hold	162	–	–	0.01%	94
2025 Q3	$22K	Sell	162 -400	-71%	-$51.2K	0.01%	140
2025 Q2	$67K	Hold	562	–	–	0.03%	111
2025 Q1	$69.4K	Buy	562 +25	+5%	+$3.08K	0.04%	84
2024 Q4	$61.2K	Sell	537 -54	-9%	-$6.87K	0.04%	89
2024 Q3	$77.7K	Sell	591 -27	-4%	-$3.65K	0.05%	79
2024 Q2	$87.2K	Hold	618	–	–	0.06%	80
2024 Q1	$101K	Sell	618 -250	-29%	-$36K	0.07%	68
2023 Q4	$116K	Buy	+868	New	+$104K	0.09%	67

Other funds holding PSX

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

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

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Advantage Trust Company's PSX Position: Q2 2026 in Review

Advantage Trust Company held its Phillips 66 (PSX) position steady in Q2 2026 at 162 shares worth $27.4K. The position accounts for 0.01% of the portfolio, ranked #136.

Advantage Trust Company first reported a position in PSX in Q4 2023 and has held it in 11 quarters since. The position peaked at $116K in Q4 2023. 660 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Advantage Trust Company held 162 shares of Phillips 66 worth $27.4K as of Q2 2026.
Advantage Trust Company left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 0.01% of Advantage Trust Company's portfolio in Q2 2026, its #136 holding.
Advantage Trust Company first reported a position in Phillips 66 in Q4 2023 and has held it in 11 quarters since.
Advantage Trust Company's Phillips 66 position peaked at $116K in Q4 2023.
660 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Advantage Trust Company's 13F filing for Q2 2026, filed 17 Jul 2026.