CI
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
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

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
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

Cherokee Insurance's PSX Position: Q2 2026 in Review

Cherokee Insurance reduced its Phillips 66 (PSX) stake by 15% in Q2 2026, selling an estimated $465K and leaving 15,450 shares worth $2.61M. 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 7 quarters since. The position peaked at $3.31M in Q1 2026. 1,083 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Cherokee Insurance held 15,450 shares of Phillips 66 worth $2.61M as of Q2 2026.
  • Cherokee Insurance sold 2,700 Phillips 66 shares in Q2 2026, an estimated $465K.
  • Phillips 66 made up 1.01% of Cherokee Insurance's portfolio in Q2 2026, its #32 holding.
  • Cherokee Insurance first reported a position in Phillips 66 in Q4 2024 and has held it in 7 quarters since.
  • Cherokee Insurance's Phillips 66 position peaked at $3.31M in Q1 2026.
  • 1,083 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Cherokee Insurance's 13F filing for Q2 2026, filed 3 Aug 2026.