Campion Asset Management’s Phillips 66 PSX Stock Holding History

Campion Asset 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	$654K	Hold	3,867	–	–	0.4%	35
2026 Q1	$704K	Sell	3,867 -40	-1%	-$6.27K	0.48%	32
2025 Q4	$504K	Sell	3,907 -43	-1%	-$5.79K	0.35%	49
2025 Q3	$537K	Sell	3,950 -66	-2%	-$8.46K	0.38%	41
2025 Q2	$479K	Sell	4,016 -56	-1%	-$6.27K	0.36%	51
2025 Q1	$503K	Sell	4,072 -65	-2%	-$8.01K	0.39%	49
2024 Q4	$471K	Sell	4,137 -205	-5%	-$26.1K	0.36%	52
2024 Q3	$571K	Sell	4,342 -370	-8%	-$50K	0.42%	43
2024 Q2	$665K	Sell	4,712 -410	-8%	-$60.7K	0.52%	35
2024 Q1	$837K	Sell	5,122 -232	-4%	-$33.4K	0.65%	28
2023 Q4	$713K	Hold	5,354	–	–	0.6%	29
2023 Q3	$643K	Hold	5,354	–	–	0.59%	34
2023 Q2	$511K	Sell	5,354 -67	-1%	-$6.51K	0.46%	49
2023 Q1	$550K	Hold	5,421	–	–	0.52%	44
2022 Q4	$564K	Sell	5,421 -175	-3%	-$17.9K	0.55%	44
2022 Q3	$452K	Hold	5,596	–	–	0.48%	47
2022 Q2	$459K	Hold	5,596	–	–	0.45%	49
2022 Q1	$483K	Sell	5,596 -16	-0.3%	-$1.35K	0.41%	51
2021 Q4	$407K	Sell	5,612 -150	-3%	-$11.3K	0.34%	60
2021 Q3	$404K	Hold	5,762	–	–	0.36%	59
2021 Q2	$494K	Sell	5,762 -1,130	-16%	-$95.4K	0.41%	48
2021 Q1	$562K	Buy	+6,892	New	+$541K	0.42%	43

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Campion Asset Management's PSX Position: Q2 2026 in Review

Campion Asset Management held its Phillips 66 (PSX) position steady in Q2 2026 at 3,867 shares worth $654K. The position accounts for 0.4% of the portfolio, ranked #35.

Campion Asset Management first reported a position in PSX in Q1 2021 and has held it in 22 quarters since. The position peaked at $837K in Q1 2024. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Campion Asset Management held 3,867 shares of Phillips 66 worth $654K as of Q2 2026.
Campion Asset Management left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 0.4% of Campion Asset Management's portfolio in Q2 2026, its #35 holding.
Campion Asset Management first reported a position in Phillips 66 in Q1 2021 and has held it in 22 quarters since.
Campion Asset Management's Phillips 66 position peaked at $837K in Q1 2024.
2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Campion Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.