CB
PSX icon

Cadence Bank’s Phillips 66 PSX Stock Holding History

Cadence Bank’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
2025
Q4 		$301K Sell
2,329
-6
-0.3% -$808 0.02% 284
2025
Q3 		$318K Sell
2,335
-71
-3% -$9.1K 0.02% 281
2025
Q2 		$287K Sell
2,406
-64
-3% -$7.17K 0.02% 286
2025
Q1 		$305K Sell
2,470
-164
-6% -$20.2K 0.02% 273
2024
Q4 		$300K Sell
2,634
-106
-4% -$13.5K 0.02% 273
2024
Q3 		$360K Sell
2,740
-61
-2% -$8.24K 0.02% 256
2024
Q2 		$395K Sell
2,801
-174
-6% -$25.8K 0.03% 211
2024
Q1 		$486K Sell
2,975
-18
-0.6% -$2.59K 0.04% 226
2023
Q4 		$398K Hold
2,993
– – 0.03% 242
2023
Q3 		$360K Buy
2,993
+213
+8% +$23.9K 0.03% 250
2023
Q2 		$265K Buy
2,780
+11
+0.4% +$1.07K 0.02% 291
2023
Q1 		$281K Buy
2,769
+12
+0.4% +$1.22K 0.03% 284
2022
Q4 		$287K Hold
2,757
– – 0.03% 284
2022
Q3 		$223K Buy
+2,757
New +$235K 0.02% 302
2021
Q1 		– Sell
-5,239
Closed -$366K – 212
2020
Q4 		$366K Sell
5,239
-200
-4% -$11.7K 0.06% 164
2020
Q3 		$282K Sell
5,439
-502
-8% -$30.6K 0.06% 158
2020
Q2 		$427K Buy
5,941
+500
+9% +$35.4K 0.09% 132
2020
Q1 		$292K Hold
5,441
– – 0.07% 142
2019
Q4 		$606K Buy
5,441
+900
+20% +$101K 0.11% 120
2019
Q3 		$465K Buy
4,541
+100
+2% +$10K 0.04% 147
2019
Q2 		$416K Hold
4,441
– – 0.04% 157
2019
Q1 		$423K Buy
4,441
+150
+3% +$14.3K 0.04% 161
2018
Q4 		$369K Buy
4,291
+1,012
+31% +$98.9K 0.04% 169
2018
Q3 		$370K Buy
3,279
+930
+40% +$108K 0.03% 184
2018
Q2 		$264K Sell
2,349
-141
-6% -$15.9K 0.02% 208
2018
Q1 		$239K Hold
2,490
– – 0.02% 216
2017
Q4 		$252K Buy
+2,490
New +$237K 0.02% 215

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Cadence Bank's PSX Position: Q4 2025 in Review

Cadence Bank reduced its Phillips 66 (PSX) stake by 0.26% in Q4 2025, selling an estimated $808 and leaving 2,329 shares worth $301K. The position accounts for 0.02% of the portfolio, ranked #284.

Cadence Bank first reported a position in PSX in Q4 2017 and has held it in 27 quarters since. The position peaked at $606K in Q4 2019. 1,900 funds tracked by Wall St. Rank hold PSX as of Q4 2025.

  • Cadence Bank held 2,329 shares of Phillips 66 worth $301K as of Q4 2025.
  • Cadence Bank sold 6 Phillips 66 shares in Q4 2025, an estimated $808.
  • Phillips 66 made up 0.02% of Cadence Bank's portfolio in Q4 2025, its #284 holding.
  • Cadence Bank first reported a position in Phillips 66 in Q4 2017 and has held it in 27 quarters since.
  • Cadence Bank's Phillips 66 position peaked at $606K in Q4 2019.
  • 1,900 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2025.

Based on Cadence Bank's 13F filing for Q4 2025, filed 30 Jan 2026.