City State Bank’s Phillips 66 PSX Stock Holding History

City State 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
2026 Q2	$94.8K	Hold	561	–	–	0.02%	289
2026 Q1	$102K	Sell	561 -368	-40%	-$57.7K	0.03%	267
2025 Q4	$120K	Buy	929 +3	+0.3%	+$404	0.03%	250
2025 Q3	$126K	Sell	926 -16	-2%	-$2.05K	0.04%	241
2025 Q2	$112K	Hold	942	–	–	0.04%	253
2025 Q1	$116K	Sell	942 -45	-5%	-$5.55K	0.04%	247
2024 Q4	$112K	Hold	987	–	–	0.04%	237
2024 Q3	$130K	Sell	987 -40	-4%	-$5.4K	0.05%	234
2024 Q2	$145K	Buy	1,027 +50	+5%	+$7.4K	0.06%	214
2024 Q1	$160K	Buy	977 +136	+16%	+$19.6K	0.07%	199
2023 Q4	$112K	Buy	841 +10	+1%	+$1.2K	0.06%	221
2023 Q3	$100K	Hold	831	–	–	0.06%	223
2023 Q2	$79K	Buy	831 +29	+4%	+$2.82K	0.04%	254
2023 Q1	$81K	Hold	802	–	–	0.05%	242
2022 Q4	$83K	Hold	802	–	–	0.05%	232
2022 Q3	$65K	Buy	802 +56	+8%	+$4.77K	0.05%	237
2022 Q2	$61K	Sell	746 -20	-3%	-$1.85K	0.04%	245
2022 Q1	$66K	Sell	766 -100	-12%	-$8.41K	0.04%	259
2021 Q4	$63K	Buy	+866	New	+$65.5K	0.04%	268

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

City State Bank's PSX Position: Q2 2026 in Review

City State Bank held its Phillips 66 (PSX) position steady in Q2 2026 at 561 shares worth $94.8K. The position accounts for 0.02% of the portfolio, ranked #289.

City State Bank first reported a position in PSX in Q4 2021 and has held it in 19 quarters since. The position peaked at $160K in Q1 2024. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

City State Bank held 561 shares of Phillips 66 worth $94.8K as of Q2 2026.
City State Bank left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 0.02% of City State Bank's portfolio in Q2 2026, its #289 holding.
City State Bank first reported a position in Phillips 66 in Q4 2021 and has held it in 19 quarters since.
City State Bank's Phillips 66 position peaked at $160K in Q1 2024.
2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on City State Bank's 13F filing for Q2 2026, filed 14 Jul 2026.