Cherokee Insurance
PSX icon

Cherokee Insurance’s Phillips 66 PSX Stock Holding History

Cherokee Insurance’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
Q3 		$2.67M Sell
10,450
-5,000
-32% -$1.14M 1.01% 32
2026
Q2 		$2.61M Sell
15,450
-2,700
-15% -$465K 1.01% 32
2026
Q1 		$3.31M Hold
18,150
– – 1.26% 25
2025
Q4 		$2.34M Hold
18,150
– – 0.95% 33
2025
Q3 		$2.47M Hold
18,150
– – 1.06% 33
2025
Q2 		$2.17M Hold
18,150
– – 0.94% 34
2025
Q1 		$2.24M Hold
18,150
– – 0.99% 34
2024
Q4 		$2.07M Buy
+18,150
New +$2.31M 0.94% 34

Other funds holding PSX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Cherokee Insurance's PSX Position: Q3 2026 in Review

Cherokee Insurance reduced its Phillips 66 (PSX) stake by 32% in Q3 2026, selling an estimated $1.14M and leaving 10,450 shares worth $2.67M. The position accounts for 1.01% of the portfolio, ranked #32.

Cherokee Insurance first reported a position in PSX in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.31M in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Cherokee Insurance held 10,450 shares of Phillips 66 worth $2.67M as of Q3 2026.
  • Cherokee Insurance sold 5,000 Phillips 66 shares in Q3 2026, an estimated $1.14M.
  • Phillips 66 made up 1.01% of Cherokee Insurance's portfolio in Q3 2026, its #32 holding.
  • Cherokee Insurance first reported a position in Phillips 66 in Q4 2024 and has held it in 8 quarters since.
  • Cherokee Insurance's Phillips 66 position peaked at $3.31M in Q1 2026.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Cherokee Insurance's 13F filing for Q3 2026, filed 5 Nov 2026.