Community Financial Services Group’s Phillips 66 PSX Stock Holding History

Community Financial Services Group’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	$98.2K	Hold	563	–	–	0.01%	173
2026 Q1	$98.9K	Buy	+563	New	+$88.2K	0.02%	147
2016 Q1	–	Sell	-2,800	Closed	-$229K	–	63
2015 Q4	$229K	Hold	2,800	–	–	0.11%	61
2015 Q3	$215K	Hold	2,800	–	–	0.11%	64
2015 Q2	$225K	Sell	2,800 -14	-0.5%	-$1.11K	0.11%	70
2015 Q1	$222K	Buy	2,814 +14	+0.5%	+$1.03K	0.1%	70
2014 Q4	$201K	Hold	2,800	–	–	0.09%	76
2014 Q3	$227K	Hold	2,800	–	–	0.11%	70
2014 Q2	$225K	Hold	2,800	–	–	0.11%	69
2014 Q1	$216K	Buy	+2,800	New	+$213K	0.11%	71
2013 Q4	–	Sell	-1,550	Closed	-$89K	–	154
2013 Q3	$89K	Hold	1,550	–	–	0.05%	89
2013 Q2	$92K	Buy	+1,550	New	+$97.4K	0.05%	86

Other funds holding PSX

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

TCM

Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Community Financial Services Group's PSX Position: Q2 2026 in Review

Community Financial Services Group held its Phillips 66 (PSX) position steady in Q2 2026 at 563 shares worth $98.2K. The position accounts for 0.01% of the portfolio, ranked #173.

Community Financial Services Group first reported a position in PSX in Q2 2013 and has held it in 12 quarters since. The position peaked at $229K in Q4 2015. 411 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Community Financial Services Group held 563 shares of Phillips 66 worth $98.2K as of Q2 2026.
Community Financial Services Group left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 0.01% of Community Financial Services Group's portfolio in Q2 2026, its #173 holding.
Community Financial Services Group first reported a position in Phillips 66 in Q2 2013 and has held it in 12 quarters since.
Community Financial Services Group's Phillips 66 position peaked at $229K in Q4 2015.
411 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.