Aspect Partners’s Phillips 66 PSX Stock Holding History

Aspect Partners’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	$1.69K	Hold	10	–	–	﹤0.01%	524
2026 Q1	$1.82K	Hold	10	–	–	﹤0.01%	505
2025 Q4	$1.29K	Hold	10	–	–	﹤0.01%	615
2025 Q3	$1.36K	Hold	10	–	–	﹤0.01%	633
2025 Q2	$1.19K	Hold	10	–	–	﹤0.01%	510
2025 Q1	$1.24K	Hold	10	–	–	﹤0.01%	485
2024 Q4	$1.14K	Hold	10	–	–	﹤0.01%	520
2024 Q3	$1.31K	Hold	10	–	–	﹤0.01%	476
2024 Q2	$1.41K	Hold	10	–	–	﹤0.01%	482
2024 Q1	$1.63K	Hold	10	–	–	﹤0.01%	462
2023 Q4	$1.33K	Buy	+10	New	+$1.2K	﹤0.01%	456

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

Aspect Partners's PSX Position: Q2 2026 in Review

Aspect Partners held its Phillips 66 (PSX) position steady in Q2 2026 at 10 shares worth $1.69K. The position accounts for ﹤0.01% of the portfolio, ranked #524.

Aspect Partners first reported a position in PSX in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.82K in Q1 2026. 653 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Aspect Partners held 10 shares of Phillips 66 worth $1.69K as of Q2 2026.
Aspect Partners left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up ﹤0.01% of Aspect Partners's portfolio in Q2 2026, its #524 holding.
Aspect Partners first reported a position in Phillips 66 in Q4 2023 and has held it in 11 quarters since.
Aspect Partners's Phillips 66 position peaked at $1.82K in Q1 2026.
653 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.