Atwood & Palmer’s Phillips 66 PSX Stock Holding History

Atwood & Palmer’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	$11K	Buy	65 +64	+6,400%	+$11K	﹤0.01%	371
2026 Q1	$183	Hold	1	–	–	﹤0.01%	517
2025 Q4	$130	Hold	1	–	–	﹤0.01%	475
2025 Q3	$137	Hold	1	–	–	﹤0.01%	475
2025 Q2	$120	Hold	1	–	–	﹤0.01%	504
2025 Q1	$124	Hold	1	–	–	﹤0.01%	430
2024 Q4	$114	Hold	1	–	–	﹤0.01%	460
2024 Q3	$132	Hold	1	–	–	﹤0.01%	463
2024 Q2	$142	Sell	1 -63	-98%	-$9.32K	﹤0.01%	428
2024 Q1	$10.5K	Buy	64 +63	+6,300%	+$9.08K	﹤0.01%	307
2023 Q4	$134	Hold	1	–	–	﹤0.01%	393
2023 Q3	$121	Hold	1	–	–	﹤0.01%	403
2023 Q2	$96	Hold	1	–	–	﹤0.01%	390
2023 Q1	$102	Hold	1	–	–	﹤0.01%	364
2022 Q4	$104	Hold	1	–	–	﹤0.01%	384
2022 Q3	$0	Sell	1 -32	-97%	-$2.73K	﹤0.01%	394
2022 Q2	$3K	Hold	33	–	–	﹤0.01%	371
2022 Q1	$3K	Sell	33 -180	-85%	-$15.1K	﹤0.01%	417
2021 Q4	$15K	Buy	213 +32	+18%	+$2.42K	﹤0.01%	339
2021 Q3	$13K	Buy	181 +18	+11%	+$1.3K	﹤0.01%	339
2021 Q2	$14K	Hold	163	–	–	﹤0.01%	313
2021 Q1	$13K	Hold	163	–	–	﹤0.01%	334
2020 Q4	$11K	Hold	163	–	–	﹤0.01%	311
2020 Q3	$8K	Hold	163	–	–	﹤0.01%	276
2020 Q2	$12K	Sell	163 -75	-32%	-$5.31K	﹤0.01%	252
2020 Q1	$13K	Buy	238 +75	+46%	+$6.1K	﹤0.01%	244
2019 Q4	$18K	Hold	163	–	–	﹤0.01%	226
2019 Q3	$17K	Hold	163	–	–	﹤0.01%	238
2019 Q2	$15K	Sell	163 -400	-71%	-$35.9K	﹤0.01%	238
2019 Q1	$54K	Hold	563	–	–	0.01%	171
2018 Q4	$49K	Hold	563	–	–	0.01%	171
2018 Q3	$63K	Sell	563 -34	-6%	-$3.93K	0.01%	173
2018 Q2	$67K	Buy	597 +34	+6%	+$3.82K	0.01%	174
2018 Q1	$54K	Sell	563 -200	-26%	-$19.5K	0.01%	178
2017 Q4	$77K	Hold	763	–	–	0.01%	167
2017 Q3	$70K	Hold	763	–	–	0.01%	169
2017 Q2	$63K	Hold	763	–	–	0.01%	178
2017 Q1	$60K	Hold	763	–	–	0.01%	171
2016 Q4	$66K	Hold	763	–	–	0.01%	159
2016 Q3	$61K	Buy	763 +301	+65%	+$23.4K	0.01%	164
2016 Q2	$37K	Hold	462	–	–	0.01%	187
2016 Q1	$40K	Sell	462 -150	-25%	-$12.2K	0.01%	187
2015 Q4	$50K	Hold	612	–	–	0.01%	205
2015 Q3	$47K	Hold	612	–	–	0.01%	194
2015 Q2	$49K	Hold	612	–	–	0.01%	187
2015 Q1	$48K	Hold	612	–	–	0.01%	187
2014 Q4	$44K	Hold	612	–	–	0.01%	200
2014 Q3	$50K	Hold	612	–	–	0.01%	201
2014 Q2	$49K	Buy	+612	New	+$50.4K	0.01%	188

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

Atwood & Palmer's PSX Position: Q2 2026 in Review

Atwood & Palmer increased its Phillips 66 (PSX) stake by 6,400% in Q2 2026, buying an estimated $11K and bringing the position to 65 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #371.

Atwood & Palmer first reported a position in PSX in Q2 2014 and has held it in 49 quarters since. The position peaked at $77K in Q4 2017. 653 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Atwood & Palmer held 65 shares of Phillips 66 worth $11K as of Q2 2026.
Atwood & Palmer bought 64 Phillips 66 shares in Q2 2026, an estimated $11K.
Phillips 66 made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #371 holding.
Atwood & Palmer first reported a position in Phillips 66 in Q2 2014 and has held it in 49 quarters since.
Atwood & Palmer's Phillips 66 position peaked at $77K in Q4 2017.
653 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.