Arvest Investments’s Phillips 66 PSX Stock Holding History

Arvest Investments’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	$19.8K	Buy	+117	New	+$20.1K	﹤0.01%	187
2025 Q1	–	Sell	-8,475	Closed	-$966K	–	171
2024 Q4	$966K	Buy	8,475 +143	+2%	+$18.2K	0.15%	116
2024 Q3	$1.1M	Buy	8,332 +1,074	+15%	+$145K	0.17%	110
2024 Q2	$1.02M	Buy	7,258 +60	+0.8%	+$8.88K	0.16%	106
2024 Q1	$1.18M	Buy	7,198 +3,346	+87%	+$482K	0.19%	100
2023 Q4	$513K	Buy	+3,852	New	+$460K	0.08%	114

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

Arvest Investments's PSX Position: Q2 2026 in Review

Arvest Investments opened a new position in Phillips 66 (PSX) in Q2 2026: 117 shares worth $19.8K. The stake represents ﹤0.01% of the portfolio and ranks #187 among its holdings. This is a return to the name: Arvest Investments previously reported a position in PSX as recently as Q4 2024.

Arvest Investments first reported a position in PSX in Q4 2023 and has held it in 6 quarters since. The position peaked at $1.18M in Q1 2024. 582 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Arvest Investments held 117 shares of Phillips 66 worth $19.8K as of Q2 2026.
Phillips 66 was a new Arvest Investments position in Q2 2026.
Phillips 66 made up ﹤0.01% of Arvest Investments's portfolio in Q2 2026, its #187 holding.
Arvest Investments first reported a position in Phillips 66 in Q4 2023 and has held it in 6 quarters since.
Arvest Investments's Phillips 66 position peaked at $1.18M in Q1 2024.
582 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Arvest Investments's 13F filing for Q2 2026, filed 17 Jul 2026.