Auxier Asset Management’s Phillips 66 PSX Stock Holding History

Auxier Asset 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	$2.73M	Sell	16,174 -459	-3%	-$79K	0.37%	63
2026 Q1	$3.03M	Sell	16,633 -100	-0.6%	-$15.7K	0.44%	57
2025 Q4	$2.16M	Sell	16,733 -145	-0.9%	-$19.5K	0.3%	76
2025 Q3	$2.3M	Sell	16,878 -125	-0.7%	-$16K	0.32%	74
2025 Q2	$2.03M	Sell	17,003 -14	-0.1%	-$1.57K	0.3%	77
2025 Q1	$2.1M	Hold	17,017	–	–	0.31%	74
2024 Q4	$1.94M	Sell	17,017 -453	-3%	-$57.6K	0.3%	79
2024 Q3	$2.3M	Sell	17,470 -10	-0.1%	-$1.35K	0.34%	73
2024 Q2	$2.47M	Hold	17,480	–	–	0.39%	66
2024 Q1	$2.86M	Hold	17,480	–	–	0.43%	62
2023 Q4	$2.33M	Sell	17,480 -307	-2%	-$36.7K	0.38%	70
2023 Q3	$2.14M	Sell	17,787 -25	-0.1%	-$2.81K	0.36%	71
2023 Q2	$1.7M	Hold	17,812	–	–	0.28%	79
2023 Q1	$1.81M	Hold	17,812	–	–	0.31%	78
2022 Q4	$1.85M	Hold	17,812	–	–	0.32%	75
2022 Q3	$1.44M	Sell	17,812 -100	-0.6%	-$8.52K	0.28%	80
2022 Q2	$1.47M	Sell	17,912 -150	-0.8%	-$13.9K	0.26%	84
2022 Q1	$1.56M	Sell	18,062 -300	-2%	-$25.2K	0.25%	88
2021 Q4	$1.33M	Sell	18,362 -50	-0.3%	-$3.78K	0.21%	100
2021 Q3	$1.29M	Buy	18,412 +100	+0.5%	+$7.24K	0.22%	96
2021 Q2	$1.57M	Sell	18,312 -350	-2%	-$29.5K	0.26%	87
2021 Q1	$1.52M	Sell	18,662 -300	-2%	-$23.5K	0.26%	86
2020 Q4	$1.33M	Hold	18,962	–	–	0.25%	87
2020 Q3	$983K	Sell	18,962 -45	-0.2%	-$2.75K	0.21%	93
2020 Q2	$1.37M	Buy	19,007 +50	+0.3%	+$3.54K	0.3%	78
2020 Q1	$1.02M	Sell	18,957 -110	-0.6%	-$8.95K	0.25%	83
2019 Q4	$2.12M	Sell	19,067 -158	-0.8%	-$17.8K	0.4%	74
2019 Q3	$1.97M	Buy	19,225 +165	+0.9%	+$16.5K	0.4%	75
2019 Q2	$1.78M	Buy	19,060 +1,674	+10%	+$150K	0.36%	78
2019 Q1	$1.66M	Buy	17,386 +500	+3%	+$47.5K	0.34%	75
2018 Q4	$1.46M	Buy	16,886 +25	+0.1%	+$2.44K	0.32%	76
2018 Q3	$1.9M	Sell	16,861 -100	-0.6%	-$11.6K	0.36%	76
2018 Q2	$1.91M	Sell	16,961 -265	-2%	-$29.8K	0.38%	75
2018 Q1	$1.65M	Hold	17,226	–	–	0.33%	77
2017 Q4	$1.74M	Sell	17,226 -92	-0.5%	-$8.75K	0.33%	76
2017 Q3	$1.59M	Sell	17,318 -50	-0.3%	-$4.24K	0.32%	79
2017 Q2	$1.44M	Hold	17,368	–	–	0.29%	84
2017 Q1	$1.38M	Buy	17,368 +50	+0.3%	+$4.03K	0.29%	83
2016 Q4	$1.5M	Sell	17,318 -50	-0.3%	-$4.16K	0.33%	80
2016 Q3	$1.4M	Buy	17,368 +75	+0.4%	+$5.83K	0.31%	78
2016 Q2	$1.37M	Hold	17,293	–	–	0.31%	78
2016 Q1	$1.5M	Buy	17,293 +50	+0.3%	+$4.06K	0.35%	71
2015 Q4	$1.41M	Hold	17,243	–	–	0.32%	77
2015 Q3	$1.32M	Buy	17,243 +233	+1%	+$18.5K	0.31%	82
2015 Q2	$1.37M	Hold	17,010	–	–	0.29%	85
2015 Q1	$1.34M	Sell	17,010 -200	-1%	-$14.7K	0.27%	87
2014 Q4	$1.23M	Hold	17,210	–	–	0.25%	90
2014 Q3	$1.4M	Sell	17,210 -25	-0.1%	-$2.08K	0.29%	85
2014 Q2	$1.39M	Sell	17,235 -192	-1%	-$15.8K	0.28%	85
2014 Q1	$1.34M	Sell	17,427 -50	-0.3%	-$3.81K	0.29%	86
2013 Q4	$1.35M	Hold	17,477	–	–	0.28%	85
2013 Q3	$1.01M	Hold	17,477	–	–	0.23%	91
2013 Q2	$1.03M	Buy	+17,477	New	+$1.1M	0.25%	86

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

Auxier Asset Management's PSX Position: Q2 2026 in Review

Auxier Asset Management reduced its Phillips 66 (PSX) stake by 2.8% in Q2 2026, selling an estimated $79K and leaving 16,174 shares worth $2.73M. The position accounts for 0.37% of the portfolio, ranked #63.

Auxier Asset Management first reported a position in PSX in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.03M in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Auxier Asset Management held 16,174 shares of Phillips 66 worth $2.73M as of Q2 2026.
Auxier Asset Management sold 459 Phillips 66 shares in Q2 2026, an estimated $79K.
Phillips 66 made up 0.37% of Auxier Asset Management's portfolio in Q2 2026, its #63 holding.
Auxier Asset Management first reported a position in Phillips 66 in Q2 2013 and has held it in 53 quarters since.
Auxier Asset Management's Phillips 66 position peaked at $3.03M in Q1 2026.
2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Auxier Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.