CC
PSX icon

Chicago Capital’s Phillips 66 PSX Stock Holding History

Chicago Capital’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 		– Sell
-2,017
Closed -$367K – 373
2026
Q1 		$367K Sell
2,017
-25
-1% -$3.92K 0.01% 285
2025
Q4 		$264K Buy
2,042
+200
+11% +$26.9K 0.01% 319
2025
Q3 		$251K Hold
1,842
– – 0.01% 323
2025
Q2 		$220K Hold
1,842
– – 0.01% 338
2025
Q1 		$227K Hold
1,842
– – 0.01% 319
2024
Q4 		$210K Buy
1,842
+200
+12% +$25.4K 0.01% 309
2024
Q3 		$216K Hold
1,642
– – 0.01% 300
2024
Q2 		$232K Hold
1,642
– – 0.01% 284
2024
Q1 		$268K Hold
1,642
– – 0.01% 262
2023
Q4 		$219K Buy
+1,642
New +$196K 0.01% 259

Other funds holding PSX

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
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
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
MSRPS
Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

Chicago Capital's PSX Position: Q2 2026 in Review

Chicago Capital sold out of Phillips 66 (PSX) in Q2 2026, closing a stake of 2,017 shares — an estimated $367K sold.

Chicago Capital first reported a position in PSX in Q4 2023 and held it in 10 quarters. The position peaked at $367K in Q1 2026. 964 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Chicago Capital reported no remaining Phillips 66 position as of Q2 2026 after selling out during the quarter.
  • Chicago Capital sold 2,017 Phillips 66 shares in Q2 2026, an estimated $367K.
  • Chicago Capital first reported a position in Phillips 66 in Q4 2023 and held it in 10 quarters.
  • Chicago Capital's Phillips 66 position peaked at $367K in Q1 2026.
  • 964 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Chicago Capital's 13F filing for Q2 2026, filed 28 Jul 2026.