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American Trust’s Phillips 66 PSX Stock Holding History

American Trust’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 		– Sell
-1,118
Closed -$204K – 355
2026
Q1 		$204K Buy
+1,118
New +$175K 0.02% 297
2023
Q1 		– Sell
-8,622
Closed -$897K – 477
2022
Q4 		$897K Sell
8,622
-326
-4% -$33.3K 0.08% 135
2022
Q3 		$723K Sell
8,948
-239
-3% -$20.4K 0.06% 148
2022
Q2 		$753K Buy
9,187
+1,649
+22% +$153K 0.06% 159
2022
Q1 		$652K Sell
7,538
-863
-10% -$72.6K 0.04% 203
2021
Q4 		$608K Buy
+8,401
New +$635K 0.05% 149

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

American Trust's PSX Position: Q2 2026 in Review

American Trust sold out of Phillips 66 (PSX) in Q2 2026, closing a stake of 1,118 shares — an estimated $204K sold.

American Trust first reported a position in PSX in Q4 2021 and held it in 6 quarters. The position peaked at $897K in Q4 2022. 2,095 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • American Trust reported no remaining Phillips 66 position as of Q2 2026 after selling out during the quarter.
  • American Trust sold 1,118 Phillips 66 shares in Q2 2026, an estimated $204K.
  • American Trust first reported a position in Phillips 66 in Q4 2021 and held it in 6 quarters.
  • American Trust's Phillips 66 position peaked at $897K in Q4 2022.
  • 2,095 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on American Trust's 13F filing for Q2 2026, filed 14 Aug 2026.