Aull & Monroe Investment Management’s Phillips 66 PSX Stock Holding History

Aull & Monroe 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	$722K	Buy	4,270 +33	+0.8%	+$5.68K	0.3%	68
2026 Q1	$772K	Hold	4,237	–	–	0.36%	62
2025 Q4	$547K	Buy	4,237 +100	+2%	+$13.5K	0.27%	69
2025 Q3	$563K	Sell	4,137 -150	-3%	-$19.2K	0.29%	69
2025 Q2	$511K	Sell	4,287 -790	-16%	-$88.5K	0.27%	74
2025 Q1	$627K	Sell	5,077 -275	-5%	-$33.9K	0.31%	70
2024 Q4	$610K	Sell	5,352 -725	-12%	-$92.2K	0.31%	72
2024 Q3	$799K	Sell	6,077 -15	-0.2%	-$2.02K	0.37%	61
2024 Q2	$860K	Hold	6,092	–	–	0.42%	59
2024 Q1	$995K	Sell	6,092 -350	-5%	-$50.4K	0.46%	56
2023 Q4	$858K	Sell	6,442 -385	-6%	-$46K	0.42%	61
2023 Q3	$820K	Hold	6,827	–	–	0.43%	60
2023 Q2	$651K	Sell	6,827 -100	-1%	-$9.72K	0.33%	72
2023 Q1	$702K	Sell	6,927 -150	-2%	-$15.3K	0.36%	70
2022 Q4	$737K	Hold	7,077	–	–	0.37%	66
2022 Q3	$572K	Sell	7,077 -300	-4%	-$25.6K	0.31%	73
2022 Q2	$605K	Hold	7,377	–	–	0.31%	73
2022 Q1	$637K	Buy	7,377 +300	+4%	+$25.2K	0.29%	75
2021 Q4	$513K	Sell	7,077 -200	-3%	-$15.1K	0.23%	87
2021 Q3	$510K	Sell	7,277 -75	-1%	-$5.43K	0.25%	84
2021 Q2	$631K	Hold	7,352	–	–	0.3%	78
2021 Q1	$599K	Sell	7,352 -150	-2%	-$11.8K	0.29%	78
2020 Q4	$524K	Buy	7,502 +100	+1%	+$5.87K	0.28%	82
2020 Q3	$384K	Hold	7,402	–	–	0.23%	89
2020 Q2	$532K	Sell	7,402 -675	-8%	-$47.8K	0.33%	77
2020 Q1	$433K	Sell	8,077 -300	-4%	-$24.4K	0.29%	81
2019 Q4	$934K	Hold	8,377	–	–	0.47%	65
2019 Q3	$858K	Sell	8,377 -1,950	-19%	-$195K	0.45%	64
2019 Q2	$966K	Sell	10,327 -200	-2%	-$17.9K	0.51%	60
2019 Q1	$1M	Sell	10,527 -725	-6%	-$68.9K	0.54%	57
2018 Q4	$969K	Sell	11,252 -627	-5%	-$61.3K	0.55%	52
2018 Q3	$1.34M	Buy	11,879 +150	+1%	+$17.3K	0.65%	51
2018 Q2	$1.32M	Sell	11,729 -50	-0.4%	-$5.62K	0.68%	52
2018 Q1	$1.13M	Hold	11,779	–	–	0.59%	54
2017 Q4	$1.19M	Sell	11,779 -150	-1%	-$14.3K	0.6%	53
2017 Q3	$1.09M	Sell	11,929 -200	-2%	-$16.9K	0.56%	58
2017 Q2	$1M	Hold	12,129	–	–	0.54%	62
2017 Q1	$960K	Sell	12,129 -100	-0.8%	-$8.06K	0.51%	66
2016 Q4	$1.06M	Hold	12,229	–	–	0.59%	57
2016 Q3	$985K	Hold	12,229	–	–	0.57%	59
2016 Q2	$970K	Sell	12,229 -324	-3%	-$26.5K	0.56%	61
2016 Q1	$1.09M	Sell	12,553 -25	-0.2%	-$2.03K	0.65%	52
2015 Q4	$1.03M	Hold	12,578	–	–	0.64%	57
2015 Q3	$967K	Sell	12,578 -134	-1%	-$10.6K	0.63%	59
2015 Q2	$1.01M	Sell	12,712 -439	-3%	-$34.9K	0.6%	61
2015 Q1	$1.03M	Sell	13,151 -150	-1%	-$11K	0.58%	63
2014 Q4	$954K	Sell	13,301 -783	-6%	-$57.8K	0.52%	66
2014 Q3	$1.15M	Buy	14,084 +198	+1%	+$16.5K	0.61%	62
2014 Q2	$1.12M	Buy	13,886 +100	+0.7%	+$8.24K	0.6%	60
2014 Q1	$1.06M	Sell	13,786 -75	-0.5%	-$5.71K	0.61%	62
2013 Q4	$1.07M	Buy	13,861 +500	+4%	+$33.4K	0.62%	58
2013 Q3	$773K	Hold	13,361	–	–	0.5%	67
2013 Q2	$787K	Buy	+13,361	New	+$840K	0.53%	64

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Aull & Monroe Investment Management's PSX Position: Q2 2026 in Review

Aull & Monroe Investment Management increased its Phillips 66 (PSX) stake by 0.78% in Q2 2026, buying an estimated $5.68K and bringing the position to 4,270 shares worth $722K. The position accounts for 0.3% of the portfolio, ranked #68.

Aull & Monroe Investment Management first reported a position in PSX in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.34M in Q3 2018. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Aull & Monroe Investment Management held 4,270 shares of Phillips 66 worth $722K as of Q2 2026.
Aull & Monroe Investment Management bought 33 Phillips 66 shares in Q2 2026, an estimated $5.68K.
Phillips 66 made up 0.3% of Aull & Monroe Investment Management's portfolio in Q2 2026, its #68 holding.
Aull & Monroe Investment Management first reported a position in Phillips 66 in Q2 2013 and has held it in 53 quarters since.
Aull & Monroe Investment Management's Phillips 66 position peaked at $1.34M in Q3 2018.
2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Aull & Monroe Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.