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Bank of Stockton’s Phillips 66 PSX Stock Holding History

Bank of Stockton’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 		– Sell
-1,113
Closed -$203K – 132
2026
Q1 		$203K Buy
+1,113
New +$174K 0.06% 131
2021
Q3 		– Sell
-2,655
Closed -$228K – 126
2021
Q2 		$228K Sell
2,655
-100
-4% -$8.44K 0.07% 116
2021
Q1 		$224K Buy
+2,755
New +$216K 0.07% 111
2020
Q4 		– Sell
-4,162
Closed -$215K – 119
2020
Q3 		$215K Sell
4,162
-3,951
-49% -$241K 0.09% 113
2020
Q2 		$583K Sell
8,113
-1,967
-20% -$139K 0.25% 69
2020
Q1 		$540K Sell
10,080
-1,094
-10% -$89K 0.3% 59
2019
Q4 		$1.24M Sell
11,174
-196
-2% -$22K 0.53% 41
2019
Q3 		$1.16M Sell
11,370
-1,209
-10% -$121K 0.51% 45
2019
Q2 		$1.18M Sell
12,579
-845
-6% -$75.8K 0.6% 40
2019
Q1 		$1.28M Buy
13,424
+574
+4% +$54.6K 0.66% 40
2018
Q4 		$1.11M Sell
12,850
-248
-2% -$24.2K 0.67% 40
2018
Q3 		$1.48M Buy
13,098
+676
+5% +$78.1K 0.75% 34
2018
Q2 		$1.39M Buy
12,422
+125
+1% +$14.1K 0.76% 37
2018
Q1 		$1.18M Buy
12,297
+1,870
+18% +$182K 0.49% 43
2017
Q4 		$1.05M Buy
10,427
+3,400
+48% +$323K 0.43% 47
2017
Q3 		$643K Buy
7,027
+3,935
+127% +$333K 0.29% 62
2017
Q2 		$255K Buy
3,092
+345
+13% +$27.1K 0.12% 88
2017
Q1 		$217K Buy
+2,747
New +$221K 0.1% 97

Other funds holding PSX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MSRPS
Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

Bank of Stockton's PSX Position: Q2 2026 in Review

Bank of Stockton sold out of Phillips 66 (PSX) in Q2 2026, closing a stake of 1,113 shares — an estimated $203K sold.

Bank of Stockton first reported a position in PSX in Q1 2017 and held it in 18 quarters. The position peaked at $1.48M in Q3 2018. 964 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Bank of Stockton reported no remaining Phillips 66 position as of Q2 2026 after selling out during the quarter.
  • Bank of Stockton sold 1,113 Phillips 66 shares in Q2 2026, an estimated $203K.
  • Bank of Stockton first reported a position in Phillips 66 in Q1 2017 and held it in 18 quarters.
  • Bank of Stockton's Phillips 66 position peaked at $1.48M in Q3 2018.
  • 964 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Bank of Stockton's 13F filing for Q2 2026, filed 29 Jul 2026.