AMI Investment Management’s Phillips 66 PSX Stock Holding History

AMI Investment Management’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	$287K	Sell	1,699 -12	-0.7%	-$2.07K	0.06%	69
2026 Q1	$312K	Hold	1,711	–	–	0.07%	65
2025 Q4	$221K	Sell	1,711 -18	-1%	-$2.42K	0.05%	67
2025 Q3	$235K	Hold	1,729	–	–	0.05%	64
2025 Q2	$206K	Hold	1,729	–	–	0.05%	69
2025 Q1	$213K	Buy	+1,729	New	+$213K	0.07%	63
2024 Q4	–	Sell	-1,729	Closed	-$227K	–	69
2024 Q3	$227K	Hold	1,729	–	–	0.08%	64
2024 Q2	$244K	Sell	1,729 -72	-4%	-$10.7K	0.09%	62
2024 Q1	$294K	Sell	1,801 -31	-2%	-$4.47K	0.11%	56
2023 Q4	$244K	Hold	1,832	–	–	0.1%	60
2023 Q3	$220K	Buy	+1,832	New	+$206K	0.1%	58

Other funds holding PSX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

MSRPS

Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

AMI Investment Management's PSX Position: Q2 2026 in Review

AMI Investment Management reduced its Phillips 66 (PSX) stake by 0.7% in Q2 2026, selling an estimated $2.07K and leaving 1,699 shares worth $287K. The position accounts for 0.06% of the portfolio, ranked #69.

AMI Investment Management first reported a position in PSX in Q3 2023 and has held it in 11 quarters since. The position peaked at $312K in Q1 2026. 964 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

AMI Investment Management held 1,699 shares of Phillips 66 worth $287K as of Q2 2026.
AMI Investment Management sold 12 Phillips 66 shares in Q2 2026, an estimated $2.07K.
Phillips 66 made up 0.06% of AMI Investment Management's portfolio in Q2 2026, its #69 holding.
AMI Investment Management first reported a position in Phillips 66 in Q3 2023 and has held it in 11 quarters since.
AMI Investment Management's Phillips 66 position peaked at $312K in Q1 2026.
964 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on AMI Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.