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Beese Fulmer Investment Management’s Phillips 66 PSX Stock Holding History

Beese Fulmer Investment 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 		$1.72M Buy
10,174
+211
+2% +$36.3K 0.1% 120
2026
Q1 		$1.82M Sell
9,963
-112
-1% -$17.6K 0.12% 111
2025
Q4 		$1.3M Buy
10,075
+3,613
+56% +$486K 0.08% 127
2025
Q3 		$879K Buy
6,462
+8
+0.1% +$1.02K 0.06% 149
2025
Q2 		$770K Buy
6,454
+4,671
+262% +$523K 0.06% 154
2025
Q1 		$220K Buy
+1,783
New +$220K 0.02% 229
2024
Q4 		– Sell
-1,638
Closed -$215K – 235
2024
Q3 		$215K Hold
1,638
– – 0.02% 220
2024
Q2 		$231K Hold
1,638
– – 0.02% 203
2024
Q1 		$268K Sell
1,638
-30
-2% -$4.32K 0.03% 196
2023
Q4 		$222K Hold
1,668
– – 0.02% 207
2023
Q3 		$200K Buy
+1,668
New +$187K 0.02% 209
2020
Q3 		– Sell
-3,183
Closed -$229K – 452
2020
Q2 		$229K Buy
+3,183
New +$225K 0.03% 171
2020
Q1 		– Sell
-3,283
Closed -$366K – 194
2019
Q4 		$366K Hold
3,283
– – 0.05% 152
2019
Q3 		$336K Hold
3,283
– – 0.05% 155
2019
Q2 		$307K Sell
3,283
-300
-8% -$26.9K 0.06% 137
2019
Q1 		$341K Hold
3,583
– – 0.07% 125
2018
Q4 		$309K Sell
3,583
-150
-4% -$14.7K 0.07% 128
2018
Q3 		$421K Hold
3,733
– – 0.08% 116
2018
Q2 		$419K Hold
3,733
– – 0.09% 117
2018
Q1 		$358K Sell
3,733
-30
-0.8% -$2.92K 0.08% 122
2017
Q4 		$381K Sell
3,763
-30
-0.8% -$2.85K 0.08% 119
2017
Q3 		$347K Sell
3,793
-16
-0.4% -$1.35K 0.08% 123
2017
Q2 		$315K Hold
3,809
– – 0.08% 122
2017
Q1 		$302K Buy
3,809
+3
+0.1% +$242 0.07% 127
2016
Q4 		$329K Sell
3,806
-100
-3% -$8.31K 0.09% 122
2016
Q3 		$315K Buy
3,906
+100
+3% +$7.77K 0.09% 125
2016
Q2 		$302K Buy
3,806
+13
+0.3% +$1.06K 0.09% 120
2016
Q1 		$326K Buy
3,793
+70
+2% +$5.69K 0.1% 119
2015
Q4 		$305K Sell
3,723
-50
-1% -$4.32K 0.09% 119
2015
Q3 		$290K Buy
3,773
+1,100
+41% +$87.4K 0.1% 121
2015
Q2 		$215K Hold
2,673
– – 0.07% 131
2015
Q1 		$210K Buy
+2,673
New +$196K 0.07% 125
2014
Q4 		– Sell
-2,490
Closed -$202K – 159
2014
Q3 		$202K Hold
2,490
– – 0.07% 151
2014
Q2 		$200K Buy
+2,490
New +$205K 0.06% 150
2013
Q3 		– Sell
-3,757
Closed -$221K – 149
2013
Q2 		$221K Buy
+3,757
New +$236K 0.09% 120

Other funds holding PSX

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Beese Fulmer Investment Management's PSX Position: Q2 2026 in Review

Beese Fulmer Investment Management increased its Phillips 66 (PSX) stake by 2.1% in Q2 2026, buying an estimated $36.3K and bringing the position to 10,174 shares worth $1.72M. The position accounts for 0.1% of the portfolio, ranked #120.

Beese Fulmer Investment Management first reported a position in PSX in Q2 2013 and has held it in 35 quarters since. The position peaked at $1.82M in Q1 2026. 855 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Beese Fulmer Investment Management held 10,174 shares of Phillips 66 worth $1.72M as of Q2 2026.
  • Beese Fulmer Investment Management bought 211 Phillips 66 shares in Q2 2026, an estimated $36.3K.
  • Phillips 66 made up 0.1% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #120 holding.
  • Beese Fulmer Investment Management first reported a position in Phillips 66 in Q2 2013 and has held it in 35 quarters since.
  • Beese Fulmer Investment Management's Phillips 66 position peaked at $1.82M in Q1 2026.
  • 855 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.