Bull Street Advisors’s Phillips 66 PSX Stock Holding History

Bull Street Advisors’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	$1.27M	Hold	7,522	–	–	0.58%	48
2026 Q1	$1.37M	Sell	7,522 -56	-0.7%	-$8.78K	0.68%	46
2025 Q4	$978K	Sell	7,578 -28	-0.4%	-$3.77K	0.45%	56
2025 Q3	$1.03M	Hold	7,606	–	–	0.48%	55
2025 Q2	$907K	Hold	7,606	–	–	0.44%	59
2025 Q1	$939K	Hold	7,606	–	–	0.45%	58
2024 Q4	$867K	Hold	7,606	–	–	0.42%	62
2024 Q3	$1M	Sell	7,606 -125	-2%	-$16.9K	0.46%	59
2024 Q2	$1.09M	Hold	7,731	–	–	0.53%	57
2024 Q1	$1.26M	Hold	7,731	–	–	0.6%	55
2023 Q4	$1.03M	Hold	7,731	–	–	0.52%	57
2023 Q3	$929K	Sell	7,731 -20	-0.3%	-$2.25K	0.49%	59
2023 Q2	$739K	Hold	7,751	–	–	0.38%	63
2023 Q1	$786K	Hold	7,751	–	–	0.41%	63
2022 Q4	$807K	Hold	7,751	–	–	0.42%	63
2022 Q3	$626K	Hold	7,751	–	–	0.35%	67
2022 Q2	$636K	Hold	7,751	–	–	0.34%	68
2022 Q1	$670K	Hold	7,751	–	–	0.33%	69
2021 Q4	$562K	Sell	7,751 -400	-5%	-$30.2K	0.27%	72
2021 Q3	$571K	Hold	8,151	–	–	0.29%	69
2021 Q2	$700K	Hold	8,151	–	–	0.37%	66
2021 Q1	$665K	Hold	8,151	–	–	0.38%	63
2020 Q4	$570K	Sell	8,151 -100	-1%	-$5.87K	0.34%	64
2020 Q3	$428K	Hold	8,251	–	–	0.29%	63
2020 Q2	$593K	Buy	8,251 +200	+2%	+$14.2K	0.46%	58
2020 Q1	$432K	Buy	8,051 +2,250	+39%	+$183K	0.39%	61
2019 Q4	$646K	Buy	5,801 +25	+0.4%	+$2.81K	0.57%	56
2019 Q3	$591K	Buy	+5,776	New	+$579K	0.55%	56

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

Bull Street Advisors's PSX Position: Q2 2026 in Review

Bull Street Advisors held its Phillips 66 (PSX) position steady in Q2 2026 at 7,522 shares worth $1.27M. The position accounts for 0.58% of the portfolio, ranked #48.

Bull Street Advisors first reported a position in PSX in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.37M in Q1 2026. 964 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Bull Street Advisors held 7,522 shares of Phillips 66 worth $1.27M as of Q2 2026.
Bull Street Advisors left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 0.58% of Bull Street Advisors's portfolio in Q2 2026, its #48 holding.
Bull Street Advisors first reported a position in Phillips 66 in Q3 2019 and has held it in 28 quarters since.
Bull Street Advisors's Phillips 66 position peaked at $1.37M in Q1 2026.
964 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Bull Street Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.