BONH
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Bank of New Hampshire’s Phillips 66 PSX Stock Holding History

Bank of New Hampshire’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 		$256K Sell
1,517
-35
-2% -$6.03K 0.05% 186
2026
Q1 		$283K Sell
1,552
-10
-0.6% -$1.57K 0.06% 172
2025
Q4 		$202K Hold
1,562
– – 0.05% 189
2025
Q3 		$212K Sell
1,562
-110
-7% -$14.1K 0.05% 185
2025
Q2 		$199K Sell
1,672
-80
-5% -$8.96K 0.05% 186
2025
Q1 		$216K Sell
1,752
-235
-12% -$29K 0.06% 180
2024
Q4 		$226K Buy
1,987
+105
+6% +$13.4K 0.06% 174
2024
Q3 		$247K Sell
1,882
-10
-0.5% -$1.35K 0.06% 172
2024
Q2 		$267K Buy
1,892
+150
+9% +$22.2K 0.07% 169
2024
Q1 		$285K Hold
1,742
– – 0.07% 172
2023
Q4 		$232K Hold
1,742
– – 0.07% 178
2023
Q3 		$209K Hold
1,742
– – 0.06% 182
2023
Q2 		$166K Sell
1,742
-15
-0.9% -$1.46K 0.05% 204
2023
Q1 		$178K Sell
1,757
-10
-0.6% -$1.02K 0.05% 194
2022
Q4 		$184K Hold
1,767
– – 0.06% 188
2022
Q3 		$143K Hold
1,767
– – 0.04% 209
2022
Q2 		$145K Sell
1,767
-50
-3% -$4.63K 0.04% 210
2022
Q1 		$157K Buy
+1,817
New +$153K 0.04% 216
2021
Q4 		– Sell
-2,562
Closed -$220K – 204
2021
Q3 		$220K Hold
2,562
– – 0.06% 182
2021
Q2 		$220K Buy
+2,562
New +$216K 0.06% 182

Other funds holding PSX

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of New Hampshire's PSX Position: Q2 2026 in Review

Bank of New Hampshire reduced its Phillips 66 (PSX) stake by 2.3% in Q2 2026, selling an estimated $6.03K and leaving 1,517 shares worth $256K. The position accounts for 0.05% of the portfolio, ranked #186.

Bank of New Hampshire first reported a position in PSX in Q2 2021 and has held it in 20 quarters since. The position peaked at $285K in Q1 2024. 1,211 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Bank of New Hampshire held 1,517 shares of Phillips 66 worth $256K as of Q2 2026.
  • Bank of New Hampshire sold 35 Phillips 66 shares in Q2 2026, an estimated $6.03K.
  • Phillips 66 made up 0.05% of Bank of New Hampshire's portfolio in Q2 2026, its #186 holding.
  • Bank of New Hampshire first reported a position in Phillips 66 in Q2 2021 and has held it in 20 quarters since.
  • Bank of New Hampshire's Phillips 66 position peaked at $285K in Q1 2024.
  • 1,211 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Bank of New Hampshire's 13F filing for Q2 2026, filed 14 Jul 2026.