Bank & Trust Company’s Phillips 66 PSX Stock Holding History

Bank & Trust Company’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	$36.7K	Hold	217	–	–	0.02%	174
2026 Q1	$39.5K	Hold	217	–	–	0.03%	172
2025 Q4	$28K	Hold	217	–	–	0.02%	182
2025 Q3	$29.5K	Hold	217	–	–	0.02%	173
2025 Q2	$25.9K	Hold	217	–	–	0.02%	175
2025 Q1	$26.8K	Hold	217	–	–	0.02%	173
2024 Q4	$24.7K	Hold	217	–	–	0.02%	173
2024 Q3	$28.5K	Hold	217	–	–	0.02%	166
2024 Q2	$30.6K	Buy	+217	New	+$32.1K	0.03%	163

Other funds holding PSX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 Carouge, Switzerland $105B AUM 38.07% 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

MSRPS

Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

Bank & Trust Company's PSX Position: Q2 2026 in Review

Bank & Trust Company held its Phillips 66 (PSX) position steady in Q2 2026 at 217 shares worth $36.7K. The position accounts for 0.02% of the portfolio, ranked #174.

Bank & Trust Company first reported a position in PSX in Q2 2024 and has held it in 9 quarters since. The position peaked at $39.5K in Q1 2026. 962 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Bank & Trust Company held 217 shares of Phillips 66 worth $36.7K as of Q2 2026.
Bank & Trust Company left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 0.02% of Bank & Trust Company's portfolio in Q2 2026, its #174 holding.
Bank & Trust Company first reported a position in Phillips 66 in Q2 2024 and has held it in 9 quarters since.
Bank & Trust Company's Phillips 66 position peaked at $39.5K in Q1 2026.
962 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Bank & Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.