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Banyan Capital Management’s Phillips 66 PSX Stock Holding History

Banyan Capital 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 		$422K Hold
2,495
– – 0.18% 46
2026
Q1 		$455K Hold
2,495
– – 0.2% 46
2025
Q4 		$322K Sell
2,495
-100
-4% -$13.5K 0.14% 48
2025
Q3 		$353K Buy
+2,595
New +$332K 0.16% 47

Other funds holding PSX

Bank of New York Mellon
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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

Banyan Capital Management's PSX Position: Q2 2026 in Review

Banyan Capital Management held its Phillips 66 (PSX) position steady in Q2 2026 at 2,495 shares worth $422K. The position accounts for 0.18% of the portfolio, ranked #46.

Banyan Capital Management first reported a position in PSX in Q3 2025 and has held it in 4 quarters since. The position peaked at $455K in Q1 2026. 1,225 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Banyan Capital Management held 2,495 shares of Phillips 66 worth $422K as of Q2 2026.
  • Banyan Capital Management left its Phillips 66 share count unchanged in Q2 2026.
  • Phillips 66 made up 0.18% of Banyan Capital Management's portfolio in Q2 2026, its #46 holding.
  • Banyan Capital Management first reported a position in Phillips 66 in Q3 2025 and has held it in 4 quarters since.
  • Banyan Capital Management's Phillips 66 position peaked at $455K in Q1 2026.
  • 1,225 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Banyan Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.