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Burney Company’s Phillips 66 PSX Stock Holding History

Burney 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 		$2.2M Buy
13,015
+954
+8% +$164K 0.06% 225
2026
Q1 		$2.2M Sell
12,061
-2,517
-17% -$394K 0.07% 212
2025
Q4 		$1.88M Sell
14,578
-189
-1% -$25.4K 0.06% 253
2025
Q3 		$2.01M Buy
14,767
+64
+0.4% +$8.2K 0.06% 233
2025
Q2 		$1.75M Sell
14,703
-2,661
-15% -$298K 0.06% 245
2025
Q1 		$2.14M Sell
17,364
-645
-4% -$79.5K 0.08% 198
2024
Q4 		$2.05M Sell
18,009
-13,003
-42% -$1.65M 0.07% 216
2024
Q3 		$4.08M Buy
31,012
+4,484
+17% +$605K 0.15% 152
2024
Q2 		$3.74M Buy
26,528
+6,998
+36% +$1.04M 0.14% 169
2024
Q1 		$3.19M Sell
19,530
-425
-2% -$61.2K 0.12% 176
2023
Q4 		$2.66M Sell
19,955
-14,412
-42% -$1.72M 0.11% 198
2023
Q3 		$4.13M Buy
34,367
+12,853
+60% +$1.44M 0.19% 137
2023
Q2 		$2.05M Buy
21,514
+292
+1% +$28.4K 0.09% 227
2023
Q1 		$2.15M Buy
21,222
+1,128
+6% +$115K 0.11% 212
2022
Q4 		$2.09M Sell
20,094
-917
-4% -$93.8K 0.11% 195
2022
Q3 		$1.7M Buy
21,011
+2,133
+11% +$182K 0.09% 222
2022
Q2 		$1.55M Buy
18,878
+603
+3% +$55.8K 0.08% 237
2022
Q1 		$1.58M Sell
18,275
-12,002
-40% -$1.01M 0.07% 267
2021
Q4 		$2.19M Buy
30,277
+16,692
+123% +$1.26M 0.09% 224
2021
Q3 		$951K Buy
13,585
+3,250
+31% +$235K 0.04% 314
2021
Q2 		$887K Sell
10,335
-76
-0.7% -$6.42K 0.04% 338
2021
Q1 		$849K Buy
10,411
+2,006
+24% +$157K 0.04% 331
2020
Q4 		$588K Sell
8,405
-3,624
-30% -$213K 0.03% 357
2020
Q3 		$623K Sell
12,029
-8,771
-42% -$535K 0.04% 332
2020
Q2 		$1.5M Sell
20,800
-51,491
-71% -$3.65M 0.1% 227
2020
Q1 		$3.88M Sell
72,291
-2,744
-4% -$223K 0.3% 102
2019
Q4 		$8.36M Buy
75,035
+2,231
+3% +$251K 0.46% 71
2019
Q3 		$7.46M Buy
72,804
+9,269
+15% +$929K 0.45% 78
2019
Q2 		$5.94M Buy
63,535
+49,822
+363% +$4.47M 0.36% 94
2019
Q1 		$1.3M Sell
13,713
-252
-2% -$24K 0.08% 235
2018
Q4 		$1.2M Buy
13,965
+1,428
+11% +$140K 0.08% 226
2018
Q3 		$1.41M Sell
12,537
-6,583
-34% -$761K 0.08% 224
2018
Q2 		$2.15M Buy
19,120
+265
+1% +$29.8K 0.13% 188
2018
Q1 		$1.81M Sell
18,855
-2,192
-10% -$213K 0.11% 194
2017
Q4 		$2.13M Buy
21,047
+1,923
+10% +$183K 0.12% 182
2017
Q3 		$1.75M Sell
19,124
-1,552
-8% -$131K 0.11% 188
2017
Q2 		$1.69M Sell
20,676
-1,675
-7% -$131K 0.11% 181
2017
Q1 		$1.77M Buy
22,351
+8,286
+59% +$668K 0.12% 175
2016
Q4 		$1.22M Buy
14,065
+5,051
+56% +$420K 0.08% 191
2016
Q3 		$732K Buy
9,014
+2,401
+36% +$187K 0.05% 226
2016
Q2 		$525K Sell
6,613
-258
-4% -$21.1K 0.04% 263
2016
Q1 		$595K Buy
6,871
+60
+0.9% +$4.88K 0.04% 249
2015
Q4 		$562K Sell
6,811
-257
-4% -$22.2K 0.04% 243
2015
Q3 		$543K Sell
7,068
-193
-3% -$15.3K 0.04% 249
2015
Q2 		$585K Sell
7,261
-297
-4% -$23.6K 0.04% 253
2015
Q1 		$594K Buy
7,558
+153
+2% +$11.2K 0.04% 263
2014
Q4 		$531K Sell
7,405
-395
-5% -$29.1K 0.04% 268
2014
Q3 		$634K Buy
7,800
+69
+0.9% +$5.74K 0.05% 250
2014
Q2 		$622K Sell
7,731
-1,760
-19% -$145K 0.05% 256
2014
Q1 		$731K Sell
9,491
-1,912
-17% -$146K 0.07% 236
2013
Q4 		$880K Sell
11,403
-8,069
-41% -$538K 0.09% 219
2013
Q3 		$1.13M Buy
19,472
+4,851
+33% +$281K 0.13% 187
2013
Q2 		$861K Buy
+14,621
New +$919K 0.11% 197

Other funds holding PSX

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
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
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Burney Company's PSX Position: Q2 2026 in Review

Burney Company increased its Phillips 66 (PSX) stake by 7.9% in Q2 2026, buying an estimated $164K and bringing the position to 13,015 shares worth $2.2M. The position accounts for 0.06% of the portfolio, ranked #225.

Burney Company first reported a position in PSX in Q2 2013 and has held it in 53 quarters since. The position peaked at $8.36M in Q4 2019. 653 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Burney Company held 13,015 shares of Phillips 66 worth $2.2M as of Q2 2026.
  • Burney Company bought 954 Phillips 66 shares in Q2 2026, an estimated $164K.
  • Phillips 66 made up 0.06% of Burney Company's portfolio in Q2 2026, its #225 holding.
  • Burney Company first reported a position in Phillips 66 in Q2 2013 and has held it in 53 quarters since.
  • Burney Company's Phillips 66 position peaked at $8.36M in Q4 2019.
  • 653 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.