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Alley Investment Management Company’s Phillips 66 PSX Stock Holding History

Alley Investment Management 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 		$6.71M Sell
39,713
-1,934
-5% -$333K 0.78% 48
2026
Q1 		$7.59M Sell
41,647
-544
-1% -$85.2K 0.92% 48
2025
Q4 		$5.44M Sell
42,191
-325
-0.8% -$43.7K 0.64% 51
2025
Q3 		$5.78M Sell
42,516
-14,802
-26% -$1.9M 0.67% 51
2025
Q2 		$6.84M Buy
57,318
+787
+1% +$88.2K 0.83% 48
2025
Q1 		$6.98M Buy
56,531
+555
+1% +$68.4K 0.88% 47
2024
Q4 		$6.38M Buy
55,976
+3,083
+6% +$392K 0.81% 47
2024
Q3 		$6.95M Buy
52,893
+898
+2% +$121K 0.88% 46
2024
Q2 		$7.34M Sell
51,995
-9,114
-15% -$1.35M 1% 42
2024
Q1 		$9.98M Sell
61,109
-850
-1% -$122K 1.37% 35
2023
Q4 		$8.25M Sell
61,959
-1,053
-2% -$126K 1.21% 39
2023
Q3 		$7.57M Buy
63,012
+721
+1% +$80.9K 1.28% 38
2023
Q2 		$5.94M Buy
62,291
+761
+1% +$74K 0.96% 43
2023
Q1 		$6.24M Buy
61,530
+2,010
+3% +$204K 1.04% 43
2022
Q4 		$6.2M Sell
59,520
-40
-0.1% -$4.09K 1.06% 43
2022
Q3 		$4.81M Buy
59,560
+332
+0.6% +$28.3K 0.96% 43
2022
Q2 		$4.86M Buy
59,228
+240
+0.4% +$22.2K 0.92% 44
2022
Q1 		$5.1M Buy
+58,988
New +$4.96M 0.84% 47

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Alley Investment Management Company's PSX Position: Q2 2026 in Review

Alley Investment Management Company reduced its Phillips 66 (PSX) stake by 4.6% in Q2 2026, selling an estimated $333K and leaving 39,713 shares worth $6.71M. The position accounts for 0.78% of the portfolio, ranked #48.

Alley Investment Management Company first reported a position in PSX in Q1 2022 and has held it in 18 quarters since. The position peaked at $9.98M in Q1 2024. 1,311 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Alley Investment Management Company held 39,713 shares of Phillips 66 worth $6.71M as of Q2 2026.
  • Alley Investment Management Company sold 1,934 Phillips 66 shares in Q2 2026, an estimated $333K.
  • Phillips 66 made up 0.78% of Alley Investment Management Company's portfolio in Q2 2026, its #48 holding.
  • Alley Investment Management Company first reported a position in Phillips 66 in Q1 2022 and has held it in 18 quarters since.
  • Alley Investment Management Company's Phillips 66 position peaked at $9.98M in Q1 2024.
  • 1,311 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Alley Investment Management Company's 13F filing for Q2 2026, filed 23 Jul 2026.